+20.3%
EMLC vs VOO
+321.7%
-301.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.7% | -2.0% | +1.3% | -0.1% |
| 30D | 0.0% | -1.7% | +1.7% | +0.5% |
| 3M | +2.7% | +4.7% | -2.1% | +1.4% |
| 6M | +2.1% | +12.6% | -10.5% | -1.2% |
| YTD | +2.8% | +11.8% | -9.0% | -0.3% |
| 1Y | +6.7% | +17.5% | -10.8% | +2.1% |
| 3Y | +25.8% | +77.0% | -51.1% | +6.7% |
| 5Y | +11.1% | +82.6% | -71.5% | -7.4% |
| All | +20.3% | +321.7% | -301.4% | -22.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling