+18.9%
EMLC vs VOO
+817.1%
-798.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +0.7% | +0.1% | +0.6% | +0.6% |
| 3M | +2.4% | +2.0% | +0.4% | +1.7% |
| 6M | +2.3% | +13.0% | -10.7% | -1.4% |
| YTD | +3.5% | +13.6% | -10.1% | -0.5% |
| 1Y | +8.3% | +20.1% | -11.8% | +2.4% |
| 3Y | +23.8% | +77.6% | -53.7% | +3.1% |
| 5Y | +11.1% | +82.4% | -71.3% | -9.1% |
| 10Y | +21.8% | +316.8% | -295.1% | -25.8% |
| All | +18.9% | +817.1% | -798.1% | -45.9% |
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 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