+100.5%
EMO vs VOO
+325.3%
-224.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | +1.4% | -0.8% | +2.2% | +2.2% |
| 30D | +4.8% | -1.1% | +5.9% | +5.9% |
| 3M | +11.8% | +3.9% | +7.9% | +6.9% |
| 6M | +10.9% | +13.6% | -2.7% | -4.7% |
| YTD | +30.4% | +12.7% | +17.7% | +12.8% |
| 1Y | +27.3% | +17.6% | +9.7% | +4.7% |
| 3Y | +124.3% | +77.3% | +47.0% | +12.3% |
| 5Y | +280.5% | +84.1% | +196.4% | +79.3% |
| All | +100.5% | +325.3% | -224.8% | -57.9% |
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 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