-84.2%
EMBC vs VOO
+80.9%
-165.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +1.6% | +3.3% | -1.7% | -1.3% |
| 30D | +3.7% | -2.7% | +6.4% | +6.4% |
| 3M | +35.6% | -1.7% | +37.4% | +38.0% |
| 6M | +89.5% | +3.1% | +86.4% | +84.2% |
| YTD | -44.8% | +11.9% | -56.8% | -51.0% |
| 1Y | -54.2% | +12.1% | -66.3% | -59.4% |
| 3Y | -51.3% | +78.6% | -129.8% | -72.0% |
| All | -84.2% | +80.9% | -165.1% | -91.0% |
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