+27.3%
EMBD vs VOO
+172.0%
-144.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.4% | +0.1% | -0.4% | -0.4% |
| 3M | -0.2% | +2.0% | -2.2% | -0.7% |
| 6M | +0.8% | +13.0% | -12.3% | -2.3% |
| YTD | +1.6% | +13.6% | -12.0% | -1.7% |
| 1Y | +5.7% | +20.1% | -14.4% | +0.9% |
| 3Y | +29.9% | +77.6% | -47.6% | +11.3% |
| 5Y | +13.8% | +82.4% | -68.6% | -4.9% |
| All | +27.3% | +172.0% | -144.6% | -3.8% |
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