+1,344.7%
EME vs VOO
+325.3%
+1,019.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.4% |
| 7D | +3.5% | -0.8% | +4.3% | +4.4% |
| 30D | -6.3% | -1.1% | -5.3% | -5.2% |
| 3M | -3.8% | +3.9% | -7.6% | -7.3% |
| 6M | +8.5% | +13.6% | -5.1% | -4.8% |
| YTD | +27.8% | +12.7% | +15.1% | +13.3% |
| 1Y | +22.2% | +17.6% | +4.6% | +4.3% |
| 3Y | +253.5% | +77.3% | +176.2% | +101.9% |
| 5Y | +578.6% | +84.1% | +494.5% | +269.7% |
| All | +1,344.7% | +325.3% | +1,019.4% | +200.6% |
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