+103.2%
EMR vs VOO
+79.1%
+24.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.4% |
| 7D | +2.7% | +3.3% | -0.6% | -1.6% |
| 30D | +2.1% | -2.7% | +4.8% | +5.8% |
| 3M | +2.3% | -1.7% | +4.0% | +4.7% |
| 6M | +22.5% | +3.1% | +19.4% | +17.8% |
| YTD | +27.2% | +11.9% | +15.2% | +10.2% |
| 1Y | +28.0% | +12.1% | +15.9% | +10.9% |
| All | +103.2% | +79.1% | +24.1% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling