+67.2%
LADR vs VOO
+325.3%
-258.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.6% |
| 7D | -2.2% | -0.8% | -1.5% | -1.4% |
| 30D | -2.5% | -1.1% | -1.5% | -1.4% |
| 3M | -2.7% | +3.9% | -6.5% | -7.0% |
| 6M | -0.9% | +13.6% | -14.6% | -14.7% |
| YTD | -8.4% | +12.7% | -21.1% | -20.5% |
| 1Y | -10.7% | +17.6% | -28.2% | -26.4% |
| 3Y | +12.9% | +77.3% | -64.5% | -43.9% |
| 5Y | +35.1% | +84.1% | -49.0% | -36.9% |
| All | +67.2% | +325.3% | -258.1% | -65.3% |
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