-60.9%
EMBC vs VOO
+79.1%
-140.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -3.8% |
| 7D | +5.7% | +0.5% | +5.2% | +5.2% |
| 30D | +25.8% | -0.9% | +26.8% | +27.0% |
| 3M | +66.5% | +3.9% | +62.6% | +60.1% |
| 6M | -38.5% | +14.5% | -53.0% | -47.5% |
| YTD | -52.4% | +13.0% | -65.3% | -58.7% |
| 1Y | -60.9% | +19.4% | -80.3% | -68.3% |
| 3Y | -60.9% | +78.9% | -139.8% | -83.5% |
| All | -60.9% | +79.1% | -140.0% | -83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling