+144.0%
EMXC vs VOO
+257.0%
-113.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.7% |
| 7D | -0.5% | -0.8% | +0.2% | +0.1% |
| 30D | +3.9% | -1.1% | +5.0% | +4.8% |
| 3M | +2.0% | +3.9% | -1.9% | -0.8% |
| 6M | +24.4% | +13.6% | +10.8% | +13.4% |
| YTD | +39.2% | +12.7% | +26.5% | +27.8% |
| 1Y | +55.5% | +17.6% | +37.9% | +38.2% |
| 3Y | +110.3% | +77.3% | +33.0% | +35.4% |
| 5Y | +82.2% | +84.1% | -2.0% | +12.7% |
| All | +144.0% | +257.0% | -113.0% | -1.2% |
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