-96.7%
LODE vs VOO
+314.4%
-411.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.0% |
| 7D | +12.1% | -0.9% | +13.0% | +12.2% |
| 30D | -21.6% | -2.3% | -19.2% | -20.2% |
| 3M | -53.0% | -1.2% | -51.8% | -52.5% |
| 6M | -43.8% | +3.3% | -47.1% | -45.1% |
| YTD | -55.6% | +12.3% | -67.9% | -59.2% |
| 1Y | -45.1% | +12.5% | -57.6% | -49.5% |
| 3Y | -64.5% | +79.2% | -143.6% | -76.5% |
| 5Y | -91.8% | +75.7% | -167.5% | -94.5% |
| 10Y | -96.7% | +313.7% | -410.3% | -98.2% |
| All | -96.7% | +314.4% | -411.1% | -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