+51.8%
EMC vs VOO
+92.1%
-40.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -1.2% | -2.0% | +0.8% | +0.7% |
| 30D | +1.8% | -1.7% | +3.5% | +3.5% |
| 3M | +3.3% | +4.7% | -1.5% | -1.0% |
| 6M | +14.6% | +12.6% | +2.0% | +3.5% |
| YTD | +20.8% | +11.8% | +9.0% | +9.9% |
| 1Y | +22.4% | +17.5% | +4.9% | +7.0% |
| 3Y | +56.6% | +77.0% | -20.4% | -5.4% |
| All | +51.8% | +92.1% | -40.2% | -15.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling