+118.1%
LOPE vs VOO
+314.4%
-196.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.2% |
| 7D | -21.8% | -0.9% | -20.9% | -21.0% |
| 30D | -26.5% | -2.3% | -24.2% | -25.1% |
| 3M | -18.4% | -1.2% | -17.3% | -17.6% |
| 6M | -27.3% | +3.3% | -30.6% | -28.8% |
| YTD | -29.2% | +12.3% | -41.5% | -34.5% |
| 1Y | -30.4% | +12.5% | -42.9% | -35.6% |
| 3Y | -13.9% | +79.2% | -93.1% | -41.6% |
| 5Y | +46.9% | +75.7% | -28.8% | -0.3% |
| 10Y | +118.1% | +313.7% | -195.6% | -29.1% |
| All | +118.1% | +314.4% | -196.4% | -29.1% |
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