+235.6%
EMA vs VOO
+817.1%
-581.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -2.4% | +0.1% | -2.4% | -2.4% |
| 3M | -1.2% | +2.0% | -3.2% | -2.2% |
| 6M | -1.4% | +13.0% | -14.4% | -6.3% |
| YTD | +4.3% | +13.6% | -9.3% | -1.2% |
| 1Y | +9.2% | +20.1% | -10.9% | +0.9% |
| 3Y | +54.1% | +77.6% | -23.5% | +18.9% |
| 5Y | +34.7% | +82.4% | -47.7% | +1.4% |
| 10Y | +111.6% | +316.8% | -205.3% | +10.1% |
| All | +235.6% | +817.1% | -581.5% | +31.3% |
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