+702.6%
LOAN vs VOO
+817.1%
-114.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -1.2% | +0.1% | -1.3% | -1.2% |
| 3M | -1.0% | +2.0% | -3.0% | -2.0% |
| 6M | -1.2% | +13.0% | -14.3% | -6.8% |
| YTD | -8.0% | +13.6% | -21.6% | -13.4% |
| 1Y | -16.8% | +20.1% | -36.9% | -23.8% |
| 3Y | +11.0% | +77.6% | -66.6% | -16.7% |
| 5Y | -1.4% | +82.4% | -83.8% | -28.1% |
| 10Y | +47.3% | +316.8% | -269.5% | -29.5% |
| All | +702.6% | +817.1% | -114.5% | +160.2% |
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