-99.5%
LIDR vs VOO
+82.8%
-182.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.6% |
| 7D | -5.8% | -0.8% | -5.1% | -4.6% |
| 30D | -2.3% | -1.1% | -1.2% | -0.9% |
| 3M | -20.4% | +3.9% | -24.3% | -24.9% |
| 6M | -20.9% | +13.6% | -34.5% | -34.3% |
| YTD | -29.9% | +12.7% | -42.6% | -40.7% |
| 1Y | -51.3% | +17.6% | -68.9% | -61.3% |
| 3Y | -82.4% | +77.3% | -159.7% | -91.8% |
| All | -99.5% | +82.8% | -182.3% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling