-99.5%
LODE vs VOO
+777.9%
-877.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.2% |
| 7D | +38.3% | -2.7% | +41.0% | +40.3% |
| 30D | -10.1% | -5.4% | -4.8% | -6.7% |
| 3M | -36.9% | -4.1% | -32.8% | -35.0% |
| 6M | -40.4% | +0.7% | -41.1% | -40.5% |
| YTD | -48.1% | +8.7% | -56.9% | -50.6% |
| 1Y | -28.0% | +11.0% | -39.0% | -32.2% |
| 3Y | -56.7% | +75.5% | -132.1% | -69.1% |
| 5Y | -91.3% | +68.4% | -159.7% | -93.7% |
| 10Y | -96.9% | +315.7% | -412.6% | -98.4% |
| All | -99.5% | +777.9% | -877.4% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling