+273.4%
EMLP vs VOO
+627.2%
-353.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +1.6% | +0.1% | +1.6% | +1.5% |
| 3M | +2.5% | +2.0% | +0.4% | +0.7% |
| 6M | +1.9% | +13.0% | -11.2% | -7.2% |
| YTD | +18.2% | +13.6% | +4.6% | +7.2% |
| 1Y | +20.6% | +20.1% | +0.5% | +4.8% |
| 3Y | +77.3% | +77.6% | -0.2% | +13.7% |
| 5Y | +109.7% | +82.4% | +27.3% | +29.7% |
| 10Y | +159.6% | +316.8% | -157.2% | -17.2% |
| All | +273.4% | +627.2% | -353.8% | -18.0% |
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