+788.1%
LOPE vs VOO
+817.1%
-29.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +1.4% | +0.1% | +1.3% | +1.4% |
| 3M | +1.3% | +2.0% | -0.7% | -0.6% |
| 6M | -6.1% | +13.0% | -19.2% | -14.7% |
| YTD | -8.2% | +13.6% | -21.8% | -16.9% |
| 1Y | -25.6% | +20.1% | -45.7% | -35.5% |
| 3Y | +29.0% | +77.6% | -48.5% | -16.8% |
| 5Y | +67.4% | +82.4% | -15.0% | +3.9% |
| 10Y | +266.7% | +316.8% | -50.1% | +9.8% |
| All | +788.1% | +817.1% | -29.0% | +24.9% |
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