+8.3%
ILDR vs VOO
+12.1%
-3.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.7% |
| 7D | +4.2% | +2.6% | +1.6% | -0.4% |
| 30D | -7.8% | -2.0% | -5.8% | -4.2% |
| 3M | -11.4% | -2.8% | -8.6% | -6.5% |
| 6M | -5.0% | +2.2% | -7.1% | -7.4% |
| YTD | +7.3% | +11.5% | -4.3% | -9.0% |
| 1Y | +8.3% | +13.5% | -5.2% | -11.0% |
| All | +8.3% | +12.1% | -3.8% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling