+174.6%
EML vs VOO
+800.4%
-625.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.7% |
| 7D | +21.5% | +2.6% | +18.9% | +19.1% |
| 30D | +31.3% | -2.0% | +33.2% | +33.5% |
| 3M | +24.7% | -2.8% | +27.5% | +27.5% |
| 6M | +54.6% | +2.2% | +52.4% | +51.5% |
| YTD | +64.4% | +11.5% | +52.9% | +49.5% |
| 1Y | +64.6% | +13.5% | +51.1% | +47.4% |
| 3Y | +80.1% | +78.1% | +2.0% | +10.4% |
| 5Y | +36.7% | +73.1% | -36.5% | -15.9% |
| 10Y | +92.2% | +310.7% | -218.6% | -34.3% |
| All | +174.6% | +800.4% | -625.9% | -35.2% |
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