+26.6%
EMLC vs VOO
+79.1%
-52.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.6% |
| 30D | +0.1% | -0.9% | +1.0% | +0.3% |
| 3M | +3.6% | +3.9% | -0.3% | +2.7% |
| 6M | +3.4% | +14.5% | -11.2% | +0.4% |
| YTD | +3.4% | +13.0% | -9.6% | +0.7% |
| 1Y | +7.4% | +19.4% | -12.0% | +3.6% |
| 3Y | +26.6% | +78.9% | -52.3% | +6.9% |
| All | +26.6% | +79.1% | -52.5% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling