+73.3%
ILDR vs VOO
+93.3%
-20.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.1% |
| 7D | -2.0% | -0.6% | -1.4% | -1.0% |
| 30D | -12.8% | -3.6% | -9.2% | -7.8% |
| 3M | -10.4% | -2.7% | -7.6% | -6.4% |
| 6M | -4.2% | +2.2% | -6.4% | -6.1% |
| YTD | +6.7% | +10.9% | -4.2% | -6.3% |
| 1Y | +3.9% | +11.3% | -7.5% | -9.1% |
| 3Y | +100.4% | +76.9% | +23.5% | -5.1% |
| 5Y | +52.3% | +73.5% | -21.2% | -24.4% |
| All | +73.3% | +93.3% | -20.0% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling