-77.1%
LDI vs VOO
+14.7%
-91.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.6% | +14.4% | +11.9% |
| 7D | +9.9% | -0.7% | +10.6% | +12.1% |
| 30D | +12.0% | -1.1% | +13.1% | +15.2% |
| 3M | -35.3% | -0.3% | -35.0% | -34.1% |
| 6M | -55.0% | +7.4% | -62.4% | -61.6% |
| YTD | -67.2% | +13.4% | -80.6% | -74.7% |
| 1Y | -77.1% | +14.8% | -91.9% | -83.0% |
| All | -77.1% | +14.7% | -91.8% | -83.0% |
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