+57.5%
EML vs VOO
+321.7%
-264.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.5% |
| 7D | -6.1% | -2.0% | -4.1% | -4.2% |
| 30D | +5.4% | -1.7% | +7.1% | +7.2% |
| 3M | +18.7% | +4.7% | +14.0% | +13.2% |
| 6M | +35.2% | +12.6% | +22.6% | +19.4% |
| YTD | +32.3% | +11.8% | +20.5% | +17.6% |
| 1Y | +8.5% | +17.5% | -9.1% | -8.5% |
| 3Y | +46.3% | +77.0% | -30.7% | -20.3% |
| 5Y | +8.9% | +82.6% | -73.7% | -44.8% |
| All | +57.5% | +321.7% | -264.2% | -63.7% |
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