+80.0%
LDP vs VOO
+317.9%
-237.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | 0.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +2.9% | -3.3% | +6.2% | +4.7% |
| 3M | -3.3% | -2.4% | -0.9% | -2.1% |
| 6M | -3.4% | +2.6% | -6.0% | -4.9% |
| YTD | -1.4% | +11.3% | -12.7% | -7.3% |
| 1Y | -2.8% | +13.4% | -16.2% | -9.6% |
| 3Y | +43.1% | +80.3% | -37.2% | +1.2% |
| 5Y | +7.8% | +72.7% | -64.9% | -22.6% |
| 10Y | +80.0% | +310.0% | -230.0% | -24.8% |
| All | +80.0% | +317.9% | -237.9% | -24.8% |
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