+60.6%
EMM vs VOO
+91.6%
-31.1%
-22.0%
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% | +0.2% |
| 7D | +4.2% | +2.6% | +1.6% | +1.5% |
| 30D | -5.4% | -2.0% | -3.4% | -3.3% |
| 3M | -9.6% | -2.8% | -6.9% | -6.7% |
| 6M | -7.4% | +2.2% | -9.6% | -8.4% |
| YTD | +16.5% | +11.5% | +5.0% | +7.0% |
| 1Y | +23.3% | +13.5% | +9.8% | +11.7% |
| 3Y | +67.1% | +78.1% | -11.0% | +1.0% |
| All | +60.6% | +91.6% | -31.1% | -9.5% |
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 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