+0.3%
LOAN vs VOO
+80.3%
-80.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.5% | -2.0% | +1.5% | 0.0% |
| 30D | -1.0% | -1.7% | +0.7% | -0.5% |
| 3M | -2.4% | +4.7% | -7.1% | -3.6% |
| 6M | -3.3% | +12.6% | -15.8% | -6.3% |
| YTD | -8.0% | +11.8% | -19.8% | -10.8% |
| 1Y | -16.5% | +17.5% | -34.1% | -20.2% |
| 3Y | +11.7% | +77.0% | -65.3% | -6.0% |
| 5Y | +0.3% | +82.6% | -82.2% | -18.1% |
| All | +0.3% | +80.3% | -80.0% | -18.1% |
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