+49.0%
EMOP vs VOO
+30.6%
+18.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.4% |
| 7D | +2.4% | +0.1% | +2.3% | +2.2% |
| 30D | +4.1% | +0.1% | +4.0% | +3.9% |
| 3M | -1.0% | +2.0% | -3.0% | -3.4% |
| 6M | +13.6% | +13.0% | +0.5% | -1.9% |
| YTD | +27.7% | +13.6% | +14.1% | +9.8% |
| 1Y | +40.9% | +20.1% | +20.9% | +15.5% |
| All | +49.0% | +30.6% | +18.4% | +13.4% |
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