+44.1%
EMCS vs VOO
+75.1%
-31.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.3% |
| 7D | +1.9% | -0.9% | +2.8% | +2.8% |
| 30D | -4.9% | -2.3% | -2.6% | -2.8% |
| 3M | -1.2% | -1.2% | -0.1% | 0.0% |
| 6M | -3.3% | +3.3% | -6.6% | -5.3% |
| YTD | +23.1% | +12.3% | +10.8% | +13.2% |
| 1Y | +23.8% | +12.5% | +11.3% | +13.7% |
| 3Y | +98.9% | +79.2% | +19.7% | +28.3% |
| 5Y | +44.1% | +75.7% | -31.6% | -6.2% |
| All | +44.1% | +75.1% | -31.0% | -6.2% |
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