+366.5%
EMR vs VOO
+817.1%
-450.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -5.6% | +0.1% | -5.7% | -5.7% |
| 3M | +7.9% | +2.0% | +5.9% | +5.6% |
| 6M | +6.0% | +13.0% | -7.0% | -7.4% |
| YTD | +16.4% | +13.6% | +2.9% | +1.4% |
| 1Y | +16.6% | +20.1% | -3.5% | -4.5% |
| 3Y | +62.9% | +77.6% | -14.7% | -13.4% |
| 5Y | +60.1% | +82.4% | -22.3% | -18.4% |
| 10Y | +268.7% | +316.8% | -48.1% | -27.2% |
| All | +366.5% | +817.1% | -450.5% | -64.8% |
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