+82.7%
EMXF vs VOO
+77.0%
+5.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | +1.3% | -0.4% | +1.6% | +1.6% |
| 30D | +3.5% | -1.4% | +4.9% | +4.7% |
| 3M | +5.0% | +3.7% | +1.2% | +2.0% |
| 6M | +20.1% | +13.0% | +7.1% | +9.6% |
| YTD | +26.5% | +12.4% | +14.0% | +15.9% |
| 1Y | +35.9% | +18.6% | +17.3% | +20.2% |
| All | +82.7% | +77.0% | +5.7% | +17.4% |
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