+27.4%
EMLC vs VOO
+314.4%
-287.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -0.8% | -2.3% | +1.6% | -0.2% |
| 3M | -2.6% | -1.2% | -1.4% | -2.3% |
| 6M | -1.1% | +3.3% | -4.4% | -2.0% |
| YTD | +0.2% | +12.3% | -12.2% | -3.1% |
| 1Y | +2.1% | +12.5% | -10.4% | -1.2% |
| 3Y | +21.9% | +79.2% | -57.2% | +3.0% |
| 5Y | +12.6% | +75.7% | -63.1% | -5.1% |
| 10Y | +27.4% | +313.7% | -286.2% | -18.1% |
| All | +27.4% | +314.4% | -287.0% | -18.1% |
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