+108.8%
EMDM vs VOO
+93.5%
+15.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.4% |
| 7D | 0.0% | -2.7% | +2.7% | +2.8% |
| 30D | -11.6% | -5.4% | -6.3% | -6.6% |
| 3M | -7.1% | -4.1% | -3.0% | -3.0% |
| 6M | -10.0% | +0.7% | -10.7% | -10.0% |
| YTD | +20.4% | +8.7% | +11.7% | +12.6% |
| 1Y | +29.1% | +11.0% | +18.2% | +18.7% |
| 3Y | +102.4% | +75.5% | +26.9% | +23.4% |
| All | +108.8% | +93.5% | +15.4% | +20.1% |
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