-3.1%
LDP vs VOO
+12.4%
-15.5%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | +0.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +2.9% | -3.3% | +6.2% | +4.4% |
| 3M | -3.3% | -2.4% | -0.9% | -2.3% |
| 6M | -3.4% | +2.6% | -6.0% | -4.8% |
| YTD | -1.4% | +11.3% | -12.7% | -8.2% |
| All | -3.1% | +12.4% | -15.5% | -9.9% |
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