+810.9%
VOO vs EMB
+79.3%
+731.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.1% |
| 7D | +2.6% | -0.9% | +3.5% | +3.5% |
| 30D | -2.0% | +0.4% | -2.3% | -2.3% |
| 3M | -2.8% | -3.1% | +0.4% | +0.4% |
| 6M | +2.2% | -2.1% | +4.2% | +4.4% |
| YTD | +11.5% | -1.1% | +12.6% | +12.9% |
| 1Y | +13.5% | -0.1% | +13.5% | +13.8% |
| 3Y | +78.1% | +29.6% | +48.5% | +39.1% |
| 5Y | +73.1% | +7.2% | +66.0% | +62.5% |
| 10Y | +310.7% | +35.5% | +275.3% | +220.2% |
| All | +810.9% | +79.3% | +731.7% | +459.6% |
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