+9.1%
LODI vs VOO
+27.8%
-18.7%
-1.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.2% | -2.0% | +1.8% | -0.2% |
| 30D | +0.1% | -1.7% | +1.7% | +0.1% |
| 3M | +0.9% | +4.7% | -3.8% | +0.9% |
| 6M | +1.5% | +12.6% | -11.0% | +1.5% |
| YTD | +2.6% | +11.8% | -9.1% | +2.6% |
| 1Y | +4.0% | +17.5% | -13.5% | +4.1% |
| All | +9.1% | +27.8% | -18.7% | +9.6% |
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