+119.4%
LOPE vs VOO
+309.6%
-190.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | +2.5% | +2.6% | -0.1% | +0.8% |
| 30D | -24.7% | -2.0% | -22.7% | -23.4% |
| 3M | -17.0% | -2.8% | -14.2% | -15.2% |
| 6M | -25.0% | +2.2% | -27.1% | -26.0% |
| YTD | -27.5% | +11.5% | -39.0% | -32.6% |
| 1Y | -28.7% | +13.5% | -42.2% | -34.5% |
| 3Y | -12.6% | +78.1% | -90.7% | -40.4% |
| 5Y | +48.9% | +73.1% | -24.3% | +2.1% |
| All | +119.4% | +309.6% | -190.3% | -28.3% |
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