+3,415.5%
EME vs VOO
+812.0%
+2,603.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.2% |
| 7D | +5.2% | +0.5% | +4.6% | +4.5% |
| 30D | -5.4% | -0.9% | -4.4% | -4.4% |
| 3M | -6.1% | +3.9% | -10.0% | -9.6% |
| 6M | +9.7% | +14.5% | -4.9% | -5.3% |
| YTD | +26.6% | +13.0% | +13.6% | +11.3% |
| 1Y | +24.6% | +19.4% | +5.2% | +3.6% |
| 3Y | +249.6% | +78.9% | +170.7% | +89.8% |
| 5Y | +556.6% | +82.3% | +474.3% | +244.4% |
| 10Y | +1,286.6% | +314.2% | +972.4% | +177.7% |
| All | +3,415.5% | +812.0% | +2,603.5% | +139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling