+111.9%
EMLP vs VOO
+82.6%
+29.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +1.6% | +0.1% | +1.6% | +1.6% |
| 3M | +2.5% | +2.0% | +0.4% | +1.3% |
| 6M | +1.9% | +13.0% | -11.2% | -4.7% |
| YTD | +18.2% | +13.6% | +4.6% | +10.2% |
| 1Y | +20.6% | +20.1% | +0.5% | +8.9% |
| 3Y | +77.3% | +77.6% | -0.2% | +27.0% |
| All | +111.9% | +82.6% | +29.3% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling