+84.2%
EMB vs VOO
+817.1%
-732.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -0.3% | +0.1% | -0.4% | -0.3% |
| 3M | -0.4% | +2.0% | -2.4% | -1.0% |
| 6M | +0.1% | +13.0% | -12.9% | -3.3% |
| YTD | +1.6% | +13.6% | -12.0% | -2.0% |
| 1Y | +5.6% | +20.1% | -14.5% | +0.2% |
| 3Y | +29.8% | +77.6% | -47.7% | +10.0% |
| 5Y | +7.3% | +82.4% | -75.2% | -10.5% |
| 10Y | +30.4% | +316.8% | -286.4% | -10.2% |
| All | +84.2% | +817.1% | -732.8% | +12.7% |
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