+63.6%
EMGF vs VOO
+81.6%
-17.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +5.1% | -1.4% | +6.4% | +6.1% |
| 3M | +4.4% | +3.7% | +0.7% | +1.9% |
| 6M | +18.6% | +13.0% | +5.6% | +9.5% |
| YTD | +27.9% | +12.4% | +15.5% | +18.6% |
| 1Y | +36.9% | +18.6% | +18.3% | +22.8% |
| 3Y | +98.6% | +78.1% | +20.6% | +37.6% |
| 5Y | +63.6% | +82.3% | -18.6% | +10.6% |
| All | +63.6% | +81.6% | -17.9% | +10.6% |
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