+74.3%
ILDR vs VOO
+94.4%
-20.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.8% |
| 7D | +4.2% | +2.6% | +1.6% | +0.6% |
| 30D | -7.8% | -2.0% | -5.8% | -4.9% |
| 3M | -11.4% | -2.8% | -8.6% | -7.4% |
| 6M | -5.0% | +2.2% | -7.1% | -6.8% |
| YTD | +7.3% | +11.5% | -4.3% | -6.5% |
| 1Y | +8.3% | +13.5% | -5.2% | -7.8% |
| 3Y | +100.8% | +78.1% | +22.8% | -5.8% |
| 5Y | +50.7% | +73.1% | -22.4% | -25.1% |
| All | +74.3% | +94.4% | -20.1% | -21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling