-86.4%
EMBC vs VOO
+82.5%
-168.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +26.9% |
| 3M | +66.5% | +3.9% | +62.6% | +60.5% |
| 6M | -38.5% | +14.5% | -53.0% | -46.6% |
| YTD | -52.4% | +13.0% | -65.3% | -58.1% |
| 1Y | -60.9% | +19.4% | -80.3% | -67.4% |
| 3Y | -60.9% | +78.9% | -139.8% | -77.6% |
| All | -86.4% | +82.5% | -168.9% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling