-95.9%
LDI vs VOO
+111.1%
-207.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.8% |
| 7D | -11.4% | -0.8% | -10.6% | -10.4% |
| 30D | -5.1% | -1.1% | -4.0% | -3.4% |
| 3M | -28.0% | +3.9% | -31.9% | -31.1% |
| 6M | -52.3% | +13.6% | -65.9% | -59.0% |
| YTD | -59.7% | +12.7% | -72.4% | -64.8% |
| 1Y | -80.3% | +17.6% | -97.9% | -83.6% |
| 3Y | -55.8% | +77.3% | -133.1% | -78.7% |
| 5Y | -88.3% | +84.1% | -172.4% | -94.6% |
| All | -95.9% | +111.1% | -207.0% | -98.7% |
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 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