-46.0%
LODE vs VOO
+14.7%
-60.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.6% | +3.4% |
| 7D | -12.9% | -0.7% | -12.1% | -10.9% |
| 30D | -34.6% | -1.1% | -33.6% | -32.4% |
| 3M | -53.1% | -0.3% | -52.8% | -52.2% |
| 6M | -53.9% | +7.4% | -61.2% | -60.2% |
| YTD | -60.4% | +13.4% | -73.7% | -69.4% |
| 1Y | -46.0% | +14.8% | -60.8% | -59.0% |
| All | -46.0% | +14.7% | -60.7% | -59.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling