-70.2%
LODE vs VOO
+78.5%
-148.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.4% | -9.1% | -9.0% |
| 7D | -26.7% | +2.6% | -29.2% | -28.9% |
| 30D | -22.7% | -2.0% | -20.7% | -21.1% |
| 3M | -58.4% | -2.8% | -55.7% | -57.0% |
| 6M | -58.4% | +2.2% | -60.6% | -59.5% |
| YTD | -62.0% | +11.5% | -73.5% | -66.4% |
| 1Y | -49.8% | +13.5% | -63.3% | -56.4% |
| 3Y | -70.2% | +78.1% | -148.3% | -76.7% |
| All | -70.2% | +78.5% | -148.7% | -76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling