+85.1%
EMM vs VOO
+94.1%
-9.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.1% |
| 7D | +3.5% | +0.5% | +2.9% | +2.9% |
| 30D | +7.2% | -0.9% | +8.1% | +8.2% |
| 3M | +6.7% | +3.9% | +2.8% | +3.1% |
| 6M | +27.0% | +14.5% | +12.5% | +13.3% |
| YTD | +34.3% | +13.0% | +21.4% | +21.3% |
| 1Y | +52.0% | +19.4% | +32.6% | +31.5% |
| 3Y | +87.5% | +78.9% | +8.6% | +12.7% |
| All | +85.1% | +94.1% | -9.0% | +2.5% |
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 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