+147.0%
EMXC vs VOO
+257.8%
-110.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | +3.9% | +0.5% | +3.4% | +3.4% |
| 30D | +7.5% | -0.9% | +8.5% | +8.3% |
| 3M | +6.5% | +3.9% | +2.6% | +3.6% |
| 6M | +29.0% | +14.5% | +14.4% | +16.8% |
| YTD | +41.0% | +13.0% | +28.0% | +29.1% |
| 1Y | +61.1% | +19.4% | +41.7% | +41.4% |
| 3Y | +115.2% | +78.9% | +36.4% | +37.6% |
| 5Y | +84.7% | +82.3% | +2.4% | +15.2% |
| All | +147.0% | +257.8% | -110.8% | -0.2% |
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 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