+35.8%
LDUR vs VOO
+417.2%
-381.4%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | 0.0% | -0.9% | +0.9% | 0.0% |
| 3M | +0.9% | +3.9% | -3.0% | +0.8% |
| 6M | +1.2% | +14.5% | -13.4% | +1.1% |
| YTD | +1.7% | +13.0% | -11.2% | +1.7% |
| 1Y | +3.0% | +19.4% | -16.4% | +3.0% |
| 3Y | +16.2% | +78.9% | -62.7% | +15.9% |
| 5Y | +12.5% | +82.3% | -69.8% | +12.1% |
| 10Y | +27.9% | +314.2% | -286.3% | +28.0% |
| All | +35.8% | +417.2% | -381.4% | +36.5% |
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