+805.8%
VOO vs EMB
+80.2%
+725.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -0.6% | +0.5% | -1.1% | -1.0% |
| 30D | -3.6% | +0.9% | -4.5% | -4.5% |
| 3M | -2.7% | -2.1% | -0.6% | -0.6% |
| 6M | +2.2% | -2.2% | +4.5% | +4.6% |
| YTD | +10.9% | -0.6% | +11.5% | +11.8% |
| 1Y | +11.3% | +0.2% | +11.1% | +11.3% |
| 3Y | +76.9% | +29.5% | +47.4% | +38.2% |
| 5Y | +73.5% | +8.0% | +65.5% | +61.7% |
| 10Y | +307.7% | +35.3% | +272.3% | +217.7% |
| All | +805.8% | +80.2% | +725.7% | +453.8% |
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