+9.6%
EMHC vs VOO
+102.3%
-92.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | 0.0% | -0.4% | +0.3% | +0.1% |
| 30D | -0.4% | -1.4% | +1.0% | 0.0% |
| 3M | -0.4% | +3.7% | -4.1% | -1.6% |
| 6M | +0.5% | +13.0% | -12.6% | -3.2% |
| YTD | +0.9% | +12.4% | -11.6% | -2.7% |
| 1Y | +4.8% | +18.6% | -13.8% | -0.6% |
| 3Y | +27.6% | +78.1% | -50.5% | +5.5% |
| 5Y | +5.1% | +82.3% | -77.2% | -15.3% |
| All | +9.6% | +102.3% | -92.7% | -13.4% |
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