+96.6%
EMCS vs VOO
+212.2%
-115.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.4% | -1.3% | -2.2% |
| 7D | -8.2% | -4.7% | -3.5% | -4.5% |
| 30D | -14.6% | -5.9% | -8.7% | -10.2% |
| 3M | -9.9% | -4.5% | -5.4% | -6.3% |
| 6M | -5.9% | +1.9% | -7.7% | -6.5% |
| YTD | +14.0% | +8.4% | +5.6% | +8.3% |
| 1Y | +14.7% | +9.5% | +5.2% | +8.1% |
| 3Y | +83.5% | +75.3% | +8.2% | +21.3% |
| 5Y | +35.6% | +67.9% | -32.2% | -8.0% |
| All | +96.6% | +212.2% | -115.7% | -12.4% |
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