+577.7%
LOPE vs VOO
+795.4%
-217.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -21.7% | -0.6% | -21.1% | -20.9% |
| 30D | -27.1% | -3.6% | -23.5% | -24.8% |
| 3M | -20.5% | -2.7% | -17.8% | -18.6% |
| 6M | -29.9% | +2.2% | -32.1% | -31.1% |
| YTD | -30.0% | +10.9% | -40.8% | -35.3% |
| 1Y | -28.6% | +11.3% | -40.0% | -34.3% |
| 3Y | -14.9% | +76.9% | -91.8% | -44.7% |
| 5Y | +42.7% | +73.5% | -30.8% | -7.6% |
| 10Y | +119.9% | +307.7% | -187.7% | -32.9% |
| All | +577.7% | +795.4% | -217.7% | -2.6% |
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