-96.8%
LODE vs VOO
+314.0%
-410.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -6.4% | +0.5% | -6.9% | -6.8% |
| 30D | -4.6% | -0.9% | -3.7% | -3.9% |
| 3M | -22.8% | +3.9% | -26.7% | -25.0% |
| 6M | -5.8% | +14.5% | -20.4% | -15.1% |
| YTD | -18.1% | +13.0% | -31.0% | -25.0% |
| 1Y | +27.3% | +19.4% | +7.8% | +12.4% |
| 3Y | -24.9% | +78.9% | -103.7% | -50.1% |
| 5Y | -89.9% | +82.3% | -172.2% | -93.4% |
| 10Y | -96.8% | +314.2% | -411.1% | -98.2% |
| All | -96.8% | +314.0% | -410.8% | -98.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling