+317.6%
VOO vs IEMG
+145.8%
+171.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | 0.0% |
| 7D | -0.8% | -1.3% | +0.5% | +0.1% |
| 30D | -1.1% | +1.9% | -3.0% | -2.4% |
| 3M | +3.9% | +1.4% | +2.5% | +2.3% |
| 6M | +13.6% | +15.2% | -1.5% | +1.7% |
| YTD | +12.7% | +23.8% | -11.1% | -4.4% |
| 1Y | +17.6% | +30.7% | -13.1% | -4.1% |
| 3Y | +77.3% | +83.3% | -6.0% | +13.0% |
| 5Y | +84.1% | +48.8% | +35.4% | +34.9% |
| All | +317.6% | +145.8% | +171.8% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 10y: compounded portfolio wealth divided by compounded IEMG 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…
10y analysis · Full analysis span regression · 6 months rolling