+827.8%
VOO vs EMB
+84.1%
+743.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +0.1% | -0.3% | +0.4% | +0.4% |
| 3M | +2.0% | -0.4% | +2.4% | +2.5% |
| 6M | +13.0% | +0.1% | +12.9% | +13.0% |
| YTD | +13.6% | +1.6% | +12.0% | +12.0% |
| 1Y | +20.1% | +5.6% | +14.5% | +13.9% |
| 3Y | +77.6% | +29.8% | +47.7% | +38.2% |
| 5Y | +82.4% | +7.3% | +75.2% | +71.0% |
| 10Y | +316.8% | +30.4% | +286.4% | +232.2% |
| All | +827.8% | +84.1% | +743.6% | +454.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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