+159.4%
EMLP vs VOO
+309.9%
-150.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -3.6% | -2.7% | -0.9% | -1.9% |
| 30D | +2.2% | -5.4% | +7.6% | +5.9% |
| 3M | -0.7% | -4.1% | +3.4% | +1.9% |
| 6M | -0.1% | +0.7% | -0.8% | -1.2% |
| YTD | +16.1% | +8.7% | +7.3% | +8.4% |
| 1Y | +17.3% | +11.0% | +6.3% | +7.9% |
| 3Y | +75.5% | +75.5% | 0.0% | +13.7% |
| 5Y | +102.6% | +68.4% | +34.2% | +33.7% |
| All | +159.4% | +309.9% | -150.6% | -15.8% |
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