+22.9%
EMCS vs VOO
+14.7%
+8.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -2.5% |
| 7D | -3.7% | -0.7% | -3.0% | -2.5% |
| 30D | -10.7% | -1.1% | -9.6% | -9.0% |
| 3M | -5.2% | -0.3% | -4.9% | -4.6% |
| 6M | +2.2% | +7.4% | -5.1% | -8.0% |
| YTD | +20.9% | +13.4% | +7.5% | +0.3% |
| 1Y | +22.9% | +14.8% | +8.1% | +0.8% |
| All | +22.9% | +14.7% | +8.3% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling