+147.4%
LDP vs VOO
+612.1%
-464.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +0.6% | +0.1% | +0.6% | +0.6% |
| 3M | +0.8% | +2.0% | -1.2% | -0.3% |
| 6M | +1.0% | +13.0% | -12.1% | -5.1% |
| YTD | +2.2% | +13.6% | -11.4% | -4.3% |
| 1Y | +2.9% | +20.1% | -17.2% | -6.3% |
| 3Y | +46.5% | +77.6% | -31.0% | +8.5% |
| 5Y | +13.9% | +82.4% | -68.5% | -17.8% |
| 10Y | +74.4% | +316.8% | -242.4% | -14.5% |
| All | +147.4% | +612.1% | -464.7% | +9.2% |
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