+140.7%
EML vs VOO
+817.1%
-676.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.7% |
| 7D | +6.2% | +0.1% | +6.0% | +6.0% |
| 30D | +14.9% | +0.1% | +14.8% | +14.8% |
| 3M | +29.8% | +2.0% | +27.8% | +27.6% |
| 6M | +51.8% | +13.0% | +38.8% | +36.7% |
| YTD | +44.1% | +13.6% | +30.6% | +29.2% |
| 1Y | +18.5% | +20.1% | -1.6% | +1.3% |
| 3Y | +62.0% | +77.6% | -15.6% | -0.4% |
| 5Y | +17.7% | +82.4% | -64.8% | -30.9% |
| 10Y | +72.9% | +316.8% | -244.0% | -41.7% |
| All | +140.7% | +817.1% | -676.4% | -44.0% |
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