-100.0%
EMPD vs VOO
+88.5%
-188.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.5% |
| 7D | -3.5% | +2.6% | -6.1% | -6.3% |
| 30D | -35.0% | -2.0% | -33.0% | -33.1% |
| 3M | -31.8% | -2.8% | -29.0% | -29.1% |
| 6M | -63.0% | +2.2% | -65.2% | -63.6% |
| YTD | -57.7% | +11.5% | -69.2% | -61.7% |
| 1Y | -67.4% | +13.5% | -80.9% | -70.9% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| 5Y | -100.0% | +73.1% | -173.1% | -100.0% |
| All | -100.0% | +88.5% | -188.5% | -100.0% |
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 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