-64.7%
EMBC vs VOO
+18.0%
-82.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.3% | -7.5% |
| 7D | -10.0% | -0.4% | -9.7% | -9.8% |
| 30D | +2.8% | -1.4% | +4.2% | +3.4% |
| 3M | +55.0% | +3.7% | +51.3% | +53.6% |
| 6M | -44.2% | +13.0% | -57.3% | -48.3% |
| YTD | -56.1% | +12.4% | -68.5% | -59.1% |
| All | -64.7% | +18.0% | -82.7% | -70.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling