+67.3%
EMMF vs VOO
+202.9%
-135.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.5% | +2.6% | 0.0% | +0.9% |
| 30D | -7.3% | -2.0% | -5.4% | -6.0% |
| 3M | -9.9% | -2.8% | -7.1% | -8.1% |
| 6M | -9.4% | +2.2% | -11.6% | -10.2% |
| YTD | +9.3% | +11.5% | -2.2% | +2.6% |
| 1Y | +10.6% | +13.5% | -2.9% | +2.8% |
| 3Y | +55.1% | +78.1% | -23.0% | +8.6% |
| 5Y | +49.5% | +73.1% | -23.6% | +5.6% |
| All | +67.3% | +202.9% | -135.6% | -16.7% |
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