+71.6%
EMDM vs VOO
+19.5%
+52.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +2.0% |
| 7D | +4.3% | +0.5% | +3.8% | +3.4% |
| 30D | +7.1% | -0.9% | +8.0% | +8.7% |
| 3M | +7.6% | +3.9% | +3.7% | +1.2% |
| 6M | +24.6% | +14.5% | +10.1% | +2.3% |
| YTD | +40.2% | +13.0% | +27.2% | +17.0% |
| 1Y | +71.6% | +19.4% | +52.2% | +36.5% |
| All | +71.6% | +19.5% | +52.1% | +36.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling