+83.5%
EMXF vs VOO
+135.6%
-52.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.9% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | +2.9% | -1.1% | +3.9% | +3.6% |
| 3M | +2.1% | +3.9% | -1.8% | -0.4% |
| 6M | +19.2% | +13.6% | +5.6% | +10.0% |
| YTD | +26.1% | +12.7% | +13.4% | +17.0% |
| 1Y | +33.2% | +17.6% | +15.6% | +20.4% |
| 3Y | +82.1% | +77.3% | +4.8% | +27.4% |
| 5Y | +47.6% | +84.1% | -36.5% | +0.7% |
| All | +83.5% | +135.6% | -52.1% | +5.1% |
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