+7.0%
EMHC vs VOO
+100.7%
-93.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -0.9% | +2.6% | -3.5% | -1.6% |
| 30D | +0.2% | -2.0% | +2.2% | +0.8% |
| 3M | -3.2% | -2.8% | -0.5% | -2.5% |
| 6M | -2.3% | +2.2% | -4.4% | -3.0% |
| YTD | -1.6% | +11.5% | -13.1% | -5.0% |
| 1Y | -0.5% | +13.5% | -14.0% | -4.4% |
| 3Y | +26.9% | +78.1% | -51.2% | +4.9% |
| 5Y | +5.3% | +73.1% | -67.9% | -14.5% |
| All | +7.0% | +100.7% | -93.7% | -15.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling