+107.5%
EMXC vs VOO
+75.9%
+31.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.8% |
| 7D | 0.0% | -2.0% | +1.9% | +1.9% |
| 30D | +4.8% | -1.7% | +6.5% | +6.5% |
| 3M | +6.0% | +4.7% | +1.2% | +1.8% |
| 6M | +23.2% | +12.6% | +10.7% | +12.1% |
| YTD | +37.3% | +11.8% | +25.6% | +25.7% |
| 1Y | +54.5% | +17.5% | +36.9% | +36.1% |
| All | +107.5% | +75.9% | +31.6% | +28.9% |
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