+266.9%
EMLP vs VOO
+594.0%
-327.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.8% | +1.5% |
| 7D | -3.5% | -4.7% | +1.2% | -0.3% |
| 30D | +1.5% | -5.9% | +7.4% | +5.7% |
| 3M | -0.1% | -4.5% | +4.4% | +2.8% |
| 6M | -1.7% | +1.9% | -3.5% | -3.6% |
| YTD | +16.1% | +8.4% | +7.7% | +8.5% |
| 1Y | +17.8% | +9.5% | +8.3% | +9.2% |
| 3Y | +74.0% | +75.3% | -1.3% | +12.2% |
| 5Y | +102.7% | +67.9% | +34.9% | +33.2% |
| 10Y | +162.9% | +314.4% | -151.5% | -16.3% |
| All | +266.9% | +594.0% | -327.1% | -16.9% |
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