+140.4%
EMDM vs VOO
+102.1%
+38.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +3.0% | +0.1% | +2.9% | +2.8% |
| 30D | +5.5% | +0.1% | +5.4% | +5.4% |
| 3M | +0.8% | +2.0% | -1.2% | -0.9% |
| 6M | +17.4% | +13.0% | +4.4% | +5.3% |
| YTD | +38.6% | +13.6% | +25.0% | +23.9% |
| 1Y | +73.2% | +20.1% | +53.1% | +47.8% |
| 3Y | +131.8% | +77.6% | +54.2% | +38.8% |
| All | +140.4% | +102.1% | +38.2% | +32.2% |
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