+131.9%
EEMS vs VOO
+758.5%
-626.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | -1.1% | -0.8% | -0.4% | -0.5% |
| 30D | +0.9% | -1.1% | +2.0% | +1.7% |
| 3M | +0.9% | +3.9% | -2.9% | -1.8% |
| 6M | +9.0% | +13.6% | -4.6% | -0.6% |
| YTD | +13.9% | +12.7% | +1.2% | +4.5% |
| 1Y | +15.5% | +17.6% | -2.1% | +2.7% |
| 3Y | +47.7% | +77.3% | -29.7% | -4.7% |
| 5Y | +40.3% | +84.1% | -43.8% | -13.1% |
| 10Y | +128.4% | +323.5% | -195.1% | -30.3% |
| All | +131.9% | +758.5% | -626.6% | -61.2% |
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 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