+90.2%
EMMF vs VOO
+205.4%
-115.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +1.5% | -0.4% | +1.9% | +1.7% |
| 30D | +4.4% | -1.4% | +5.8% | +5.3% |
| 3M | +3.0% | +3.7% | -0.8% | +0.7% |
| 6M | +15.2% | +13.0% | +2.2% | +7.1% |
| YTD | +24.2% | +12.4% | +11.8% | +15.9% |
| 1Y | +32.2% | +18.6% | +13.6% | +19.3% |
| 3Y | +76.4% | +78.1% | -1.6% | +23.3% |
| 5Y | +65.5% | +82.3% | -16.8% | +12.8% |
| All | +90.2% | +205.4% | -115.2% | -6.0% |
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 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