+126.2%
EEMS vs VOO
+321.5%
-195.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -2.9% | -1.2% | -1.6% | -2.0% |
| 30D | -0.5% | -2.0% | +1.6% | +1.0% |
| 3M | -1.3% | +2.8% | -4.1% | -3.1% |
| 6M | +9.9% | +15.5% | -5.6% | -0.5% |
| YTD | +11.9% | +12.2% | -0.3% | +3.5% |
| 1Y | +13.8% | +17.1% | -3.2% | +2.1% |
| 3Y | +45.5% | +75.7% | -30.2% | -3.0% |
| 5Y | +37.0% | +83.8% | -46.8% | -12.5% |
| 10Y | +126.2% | +321.9% | -195.7% | -27.2% |
| All | +126.2% | +321.5% | -195.4% | -27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling