+116.6%
ILDR vs VOO
+79.1%
+37.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.0% |
| 7D | +3.1% | +0.5% | +2.6% | +2.3% |
| 30D | -0.3% | -0.9% | +0.7% | +1.2% |
| 3M | +2.0% | +3.9% | -1.9% | -3.1% |
| 6M | +27.0% | +14.5% | +12.4% | +5.5% |
| YTD | +18.6% | +13.0% | +5.7% | +0.7% |
| 1Y | +27.2% | +19.4% | +7.8% | +0.3% |
| 3Y | +116.6% | +78.9% | +37.7% | +0.5% |
| All | +116.6% | +79.1% | +37.4% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling