-88.0%
EMBC vs VOO
+80.6%
-168.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.9% |
| 7D | -14.1% | -2.0% | -12.1% | -12.4% |
| 30D | +0.4% | -1.7% | +2.1% | +2.0% |
| 3M | +52.6% | +4.7% | +47.9% | +46.1% |
| 6M | -45.9% | +12.6% | -58.5% | -52.2% |
| YTD | -58.0% | +11.8% | -69.8% | -62.7% |
| 1Y | -66.3% | +17.5% | -83.8% | -71.5% |
| 3Y | -65.6% | +77.0% | -142.5% | -80.1% |
| All | -88.0% | +80.6% | -168.6% | -93.2% |
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