+75.5%
LDP vs VOO
+315.3%
-239.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -1.4% | -0.4% | -1.0% | -1.2% |
| 30D | -1.4% | -1.4% | 0.0% | -0.7% |
| 3M | 0.0% | +3.7% | -3.7% | -2.1% |
| 6M | +2.9% | +13.0% | -10.1% | -3.9% |
| YTD | +0.9% | +12.4% | -11.6% | -5.7% |
| 1Y | +0.7% | +18.6% | -17.9% | -8.6% |
| 3Y | +44.9% | +78.1% | -33.2% | +3.3% |
| 5Y | +13.0% | +82.3% | -69.2% | -21.6% |
| 10Y | +75.5% | +322.5% | -247.0% | -27.9% |
| All | +75.5% | +315.3% | -239.8% | -27.9% |
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 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