+143.0%
EMDM vs VOO
+101.0%
+42.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | +4.3% | +0.5% | +3.8% | +3.7% |
| 30D | +7.1% | -0.9% | +8.0% | +8.1% |
| 3M | +7.6% | +3.9% | +3.7% | +3.8% |
| 6M | +24.6% | +14.5% | +10.1% | +10.6% |
| YTD | +40.2% | +13.0% | +27.2% | +26.0% |
| 1Y | +71.6% | +19.4% | +52.2% | +47.3% |
| 3Y | +140.2% | +78.9% | +61.3% | +43.1% |
| All | +143.0% | +101.0% | +42.0% | +34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling