+93.3%
EMO vs VOO
+682.0%
-588.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.3% |
| 7D | -2.2% | +0.5% | -2.7% | -2.7% |
| 30D | +7.9% | -0.9% | +8.8% | +8.8% |
| 3M | +10.9% | +3.9% | +7.1% | +6.3% |
| 6M | +9.3% | +14.5% | -5.3% | -5.8% |
| YTD | +29.5% | +13.0% | +16.6% | +13.0% |
| 1Y | +26.1% | +19.4% | +6.7% | +3.7% |
| 3Y | +121.5% | +78.9% | +42.6% | +17.3% |
| 5Y | +275.3% | +82.3% | +193.0% | +93.0% |
| 10Y | +95.6% | +314.2% | -218.6% | -49.0% |
| All | +93.3% | +682.0% | -588.7% | -64.0% |
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 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