-83.9%
EMBC vs VOO
+81.5%
-165.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.4% |
| 7D | +0.2% | -0.9% | +1.1% | +1.0% |
| 30D | +9.0% | -2.3% | +11.4% | +11.5% |
| 3M | +34.1% | -1.2% | +35.2% | +35.7% |
| 6M | +95.3% | +3.3% | +92.0% | +89.4% |
| YTD | -44.0% | +12.3% | -56.3% | -50.3% |
| 1Y | -52.6% | +12.5% | -65.1% | -58.1% |
| 3Y | -50.5% | +79.2% | -129.7% | -71.7% |
| All | -83.9% | +81.5% | -165.4% | -90.9% |
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