+50.2%
EMOP vs VOO
+29.3%
+20.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +3.1% | -0.4% | +3.5% | +3.6% |
| 30D | +6.5% | -1.4% | +7.9% | +8.4% |
| 3M | +3.9% | +3.7% | +0.1% | -0.8% |
| 6M | +17.9% | +13.0% | +4.8% | +2.1% |
| YTD | +28.7% | +12.4% | +16.3% | +12.1% |
| 1Y | +38.5% | +18.6% | +19.9% | +15.2% |
| All | +50.2% | +29.3% | +20.9% | +15.8% |
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