-82.8%
LDI vs VOO
+12.1%
-94.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +1.2% |
| 7D | -29.5% | +2.6% | -32.1% | -34.1% |
| 30D | -9.1% | -2.0% | -7.1% | -5.1% |
| 3M | -52.3% | -2.8% | -49.6% | -48.8% |
| 6M | -62.7% | +2.2% | -64.9% | -64.0% |
| YTD | -78.2% | +11.5% | -89.7% | -82.3% |
| 1Y | -82.8% | +13.5% | -96.3% | -86.9% |
| All | -82.8% | +12.1% | -94.9% | -86.9% |
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