+144.3%
IEMG vs VOO
+584.4%
-440.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +4.6% | -1.4% | +6.0% | +5.9% |
| 3M | +4.8% | +3.7% | +1.1% | +1.8% |
| 6M | +16.8% | +13.0% | +3.8% | +5.6% |
| YTD | +24.8% | +12.4% | +12.4% | +13.5% |
| 1Y | +34.3% | +18.6% | +15.7% | +16.6% |
| 3Y | +87.0% | +78.1% | +8.9% | +12.6% |
| 5Y | +49.9% | +82.3% | -32.3% | -12.7% |
| 10Y | +144.8% | +322.5% | -177.8% | -39.6% |
| All | +144.3% | +584.4% | -440.1% | -62.2% |
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