+263.6%
EMR vs VOO
+321.7%
-58.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | -1.2% | -2.0% | +0.8% | +1.1% |
| 30D | -9.4% | -1.7% | -7.8% | -7.7% |
| 3M | +8.6% | +4.7% | +3.8% | +3.1% |
| 6M | +6.7% | +12.6% | -5.9% | -6.2% |
| YTD | +13.1% | +11.8% | +1.3% | +0.4% |
| 1Y | +12.7% | +17.5% | -4.8% | -5.3% |
| 3Y | +58.1% | +77.0% | -18.9% | -14.6% |
| 5Y | +63.6% | +82.6% | -18.9% | -15.5% |
| All | +263.6% | +321.7% | -58.1% | -28.9% |
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