+409.6%
EMR vs VOO
+803.9%
-394.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +2.7% | +3.3% | -0.6% | -1.1% |
| 30D | +2.1% | -2.7% | +4.8% | +5.4% |
| 3M | +2.3% | -1.7% | +4.0% | +4.4% |
| 6M | +22.5% | +3.1% | +19.4% | +18.6% |
| YTD | +27.2% | +11.9% | +15.2% | +12.7% |
| 1Y | +28.0% | +12.1% | +15.9% | +13.4% |
| 3Y | +103.4% | +78.6% | +24.9% | +7.7% |
| 5Y | +88.2% | +73.8% | +14.4% | +1.6% |
| 10Y | +280.3% | +312.3% | -32.0% | -24.0% |
| All | +409.6% | +803.9% | -394.3% | -60.8% |
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