-97.8%
LDI vs VOO
+109.7%
-207.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.4% |
| 7D | -28.3% | +3.3% | -31.5% | -31.8% |
| 30D | -19.1% | -2.7% | -16.4% | -16.2% |
| 3M | -49.0% | -1.7% | -47.2% | -47.6% |
| 6M | -64.1% | +3.1% | -67.2% | -65.1% |
| YTD | -78.3% | +11.9% | -90.3% | -80.9% |
| 1Y | -84.6% | +12.1% | -96.7% | -86.4% |
| 3Y | -68.4% | +78.6% | -147.0% | -85.0% |
| 5Y | -93.5% | +73.8% | -167.3% | -96.7% |
| All | -97.8% | +109.7% | -207.5% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling