+56.4%
EMC vs VOO
+94.1%
-37.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.7% |
| 7D | +2.9% | +0.5% | +2.4% | +2.4% |
| 30D | +4.6% | -0.9% | +5.5% | +5.5% |
| 3M | +4.4% | +3.9% | +0.5% | +0.8% |
| 6M | +21.3% | +14.5% | +6.8% | +7.8% |
| YTD | +24.4% | +13.0% | +11.4% | +12.0% |
| 1Y | +27.5% | +19.4% | +8.1% | +9.7% |
| 3Y | +61.2% | +78.9% | -17.6% | -3.6% |
| All | +56.4% | +94.1% | -37.7% | -13.3% |
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