+37.8%
LDRX vs VOO
+37.6%
+0.2%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | -1.0% | -1.4% | +0.4% | +0.4% |
| 3M | +4.3% | +3.7% | +0.6% | +0.6% |
| 6M | +14.3% | +13.0% | +1.2% | +1.1% |
| YTD | +11.3% | +12.4% | -1.1% | -0.9% |
| 1Y | +19.5% | +18.6% | +0.9% | +1.3% |
| All | +37.8% | +37.6% | +0.2% | +2.7% |
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