+54.2%
EMM vs VOO
+86.8%
-32.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.8% |
| 7D | -4.1% | -2.7% | -1.4% | -1.2% |
| 30D | -14.8% | -5.4% | -9.4% | -9.7% |
| 3M | -10.2% | -4.1% | -6.1% | -6.0% |
| 6M | -12.7% | +0.7% | -13.4% | -12.3% |
| YTD | +11.9% | +8.7% | +3.2% | +5.4% |
| 1Y | +17.7% | +11.0% | +6.7% | +9.1% |
| 3Y | +59.0% | +75.5% | -16.4% | -2.4% |
| All | +54.2% | +86.8% | -32.7% | -10.9% |
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