-84.2%
EMBC vs VOO
+79.2%
-163.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.6% |
| 7D | +5.8% | -0.6% | +6.3% | +6.4% |
| 30D | +13.1% | -3.6% | +16.8% | +17.1% |
| 3M | +29.1% | -2.7% | +31.8% | +32.6% |
| 6M | +77.5% | +2.2% | +75.3% | +73.8% |
| YTD | -44.8% | +10.9% | -55.7% | -50.5% |
| 1Y | -51.4% | +11.3% | -62.7% | -56.6% |
| 3Y | -51.3% | +76.9% | -128.2% | -71.8% |
| All | -84.2% | +79.2% | -163.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling