+15.1%
EMLC vs VOO
+806.9%
-791.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -0.8% | -2.3% | +1.6% | -0.1% |
| 3M | -2.6% | -1.2% | -1.4% | -2.3% |
| 6M | -1.1% | +3.3% | -4.4% | -2.1% |
| YTD | +0.2% | +12.3% | -12.2% | -3.4% |
| 1Y | +2.1% | +12.5% | -10.4% | -1.5% |
| 3Y | +21.9% | +79.2% | -57.2% | +1.2% |
| 5Y | +12.6% | +75.7% | -63.1% | -6.8% |
| 10Y | +27.4% | +313.7% | -286.2% | -22.3% |
| All | +15.1% | +806.9% | -791.8% | -47.5% |
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