+64.6%
EML vs VOO
+12.1%
+52.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.6% |
| 7D | +21.5% | +2.6% | +18.9% | +20.0% |
| 30D | +31.3% | -2.0% | +33.2% | +32.5% |
| 3M | +24.7% | -2.8% | +27.5% | +26.4% |
| 6M | +54.6% | +2.2% | +52.4% | +53.1% |
| YTD | +64.4% | +11.5% | +52.9% | +57.1% |
| 1Y | +64.6% | +13.5% | +51.1% | +55.9% |
| All | +64.6% | +12.1% | +52.5% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling