-100.0%
EMPD vs VOO
+88.1%
-188.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | -1.3% |
| 7D | -18.1% | +0.1% | -18.2% | -18.3% |
| 30D | -33.4% | -3.3% | -30.1% | -30.4% |
| 3M | -28.4% | -2.4% | -26.0% | -26.0% |
| 6M | -59.7% | +2.6% | -62.3% | -60.6% |
| YTD | -55.5% | +11.3% | -66.8% | -59.7% |
| 1Y | -68.4% | +13.4% | -81.8% | -71.8% |
| 3Y | -100.0% | +80.3% | -180.3% | -100.0% |
| 5Y | -100.0% | +72.7% | -172.7% | -100.0% |
| All | -100.0% | +88.1% | -188.1% | -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 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