+182.1%
EEMA vs VOO
+631.5%
-449.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +2.3% | +0.5% | +1.7% | +1.8% |
| 30D | +4.0% | -0.9% | +4.9% | +4.8% |
| 3M | +5.5% | +3.9% | +1.6% | +2.3% |
| 6M | +22.5% | +14.5% | +8.0% | +9.9% |
| YTD | +27.2% | +13.0% | +14.3% | +15.5% |
| 1Y | +38.5% | +19.4% | +19.1% | +20.1% |
| 3Y | +95.2% | +78.9% | +16.4% | +19.8% |
| 5Y | +47.8% | +82.3% | -34.4% | -11.7% |
| 10Y | +146.0% | +314.2% | -168.3% | -32.0% |
| All | +182.1% | +631.5% | -449.4% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling