+199.0%
EMGF vs VOO
+354.1%
-155.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +2.3% | +0.1% | +2.1% | +2.2% |
| 30D | +5.2% | +0.1% | +5.1% | +5.1% |
| 3M | -0.2% | +2.0% | -2.2% | -1.5% |
| 6M | +18.1% | +13.0% | +5.0% | +8.1% |
| YTD | +28.4% | +13.6% | +14.8% | +17.2% |
| 1Y | +41.1% | +20.1% | +21.0% | +23.6% |
| 3Y | +96.5% | +77.6% | +18.9% | +27.2% |
| 5Y | +63.5% | +82.4% | -18.9% | +2.4% |
| 10Y | +164.2% | +316.8% | -152.7% | -13.1% |
| All | +199.0% | +354.1% | -155.0% | -6.2% |
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