+55.0%
EMF vs VOO
+17.3%
+37.7%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.5% |
| 7D | -0.7% | -2.0% | +1.3% | +2.1% |
| 30D | +3.2% | -1.7% | +4.8% | +5.6% |
| 3M | +1.9% | +4.7% | -2.8% | -3.9% |
| 6M | +21.1% | +12.6% | +8.5% | +4.8% |
| YTD | +34.7% | +11.8% | +22.9% | +17.3% |
| 1Y | +55.0% | +17.5% | +37.5% | +34.3% |
| All | +55.0% | +17.3% | +37.7% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling