+35.9%
LADR vs VOO
+80.3%
-44.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -1.5% | -2.0% | +0.5% | 0.0% |
| 30D | -2.5% | -1.7% | -0.9% | -1.2% |
| 3M | -4.0% | +4.7% | -8.8% | -7.8% |
| 6M | -0.4% | +12.6% | -13.0% | -9.9% |
| YTD | -7.8% | +11.8% | -19.6% | -16.2% |
| 1Y | -10.2% | +17.5% | -27.7% | -21.9% |
| 3Y | +14.4% | +77.0% | -62.6% | -31.7% |
| 5Y | +35.9% | +82.6% | -46.6% | -22.6% |
| All | +35.9% | +80.3% | -44.4% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling