+409.8%
EMR vs VOO
+800.4%
-390.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +2.8% | +2.6% | +0.3% | -0.1% |
| 30D | +3.7% | -2.0% | +5.6% | +6.1% |
| 3M | +2.0% | -2.8% | +4.8% | +5.5% |
| 6M | +22.1% | +2.2% | +19.9% | +19.5% |
| YTD | +27.2% | +11.5% | +15.7% | +13.2% |
| 1Y | +32.0% | +13.5% | +18.5% | +15.3% |
| 3Y | +103.3% | +78.1% | +25.2% | +8.0% |
| 5Y | +88.2% | +73.1% | +15.1% | +2.1% |
| 10Y | +280.4% | +310.7% | -30.3% | -23.7% |
| All | +409.8% | +800.4% | -390.7% | -60.7% |
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 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