+19.7%
LDSF vs VOO
+234.4%
-214.7%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | -0.6% | -1.1% | +0.5% | -0.5% |
| 3M | -0.1% | +3.9% | -4.0% | -0.3% |
| 6M | +0.5% | +13.6% | -13.2% | -0.2% |
| YTD | +0.7% | +12.7% | -12.0% | 0.0% |
| 1Y | +2.1% | +17.6% | -15.5% | +1.2% |
| 3Y | +16.2% | +77.3% | -61.1% | +12.5% |
| 5Y | +12.5% | +84.1% | -71.7% | +8.4% |
| All | +19.7% | +234.4% | -214.7% | +12.9% |
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