+33.4%
EMET vs VOO
+75.8%
-42.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.6% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | -1.5% | -1.1% | -0.4% | -0.3% |
| 3M | +0.4% | +3.9% | -3.5% | -3.5% |
| 6M | +0.4% | +13.6% | -13.2% | -11.7% |
| YTD | +16.3% | +12.7% | +3.6% | +3.5% |
| 1Y | +54.6% | +17.6% | +37.1% | +32.0% |
| 3Y | +78.7% | +77.3% | +1.4% | +1.0% |
| All | +33.4% | +75.8% | -42.3% | -24.8% |
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 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