+253.5%
EME vs VOO
+77.4%
+176.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.1% |
| 7D | +3.5% | -0.8% | +4.3% | +4.7% |
| 30D | -6.3% | -1.1% | -5.3% | -4.9% |
| 3M | -3.8% | +3.9% | -7.6% | -8.5% |
| 6M | +8.5% | +13.6% | -5.1% | -8.7% |
| YTD | +27.8% | +12.7% | +15.1% | +8.9% |
| 1Y | +22.2% | +17.6% | +4.6% | -0.7% |
| 3Y | +253.5% | +77.3% | +176.2% | +107.2% |
| All | +253.5% | +77.4% | +176.1% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling