+89.9%
EMF vs VOO
+81.6%
+8.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +6.0% | -1.4% | +7.3% | +7.0% |
| 3M | +4.2% | +3.7% | +0.4% | +1.8% |
| 6M | +25.4% | +13.0% | +12.4% | +16.3% |
| YTD | +37.9% | +12.4% | +25.5% | +28.3% |
| 1Y | +61.2% | +18.6% | +42.6% | +45.2% |
| 3Y | +150.4% | +78.1% | +72.3% | +74.5% |
| 5Y | +89.9% | +82.3% | +7.6% | +30.9% |
| All | +89.9% | +81.6% | +8.3% | +30.9% |
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