-35.6%
LODE vs VOO
+12.4%
-48.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.9% | -5.3% |
| 7D | +33.3% | +0.1% | +33.3% | +30.0% |
| 30D | -13.1% | -3.3% | -9.8% | -7.7% |
| 3M | -40.6% | -2.4% | -38.2% | -38.1% |
| 6M | -34.7% | +2.6% | -37.3% | -38.4% |
| YTD | -48.9% | +11.3% | -60.2% | -59.6% |
| All | -35.6% | +12.4% | -48.0% | -48.9% |
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