+29.9%
EMDM vs VOO
+13.0%
+16.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | -0.5% |
| 7D | +1.8% | -0.9% | +2.7% | +3.2% |
| 30D | -7.1% | -2.3% | -4.7% | -3.4% |
| 3M | -3.8% | -1.2% | -2.6% | -2.0% |
| 6M | -7.3% | +3.3% | -10.6% | -12.0% |
| YTD | +24.9% | +12.3% | +12.6% | +3.6% |
| 1Y | +29.9% | +12.5% | +17.4% | +7.5% |
| All | +29.9% | +13.0% | +16.9% | +7.5% |
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 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