-40.6%
LOVE vs VOO
+216.0%
-256.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.6% | -10.4% | -10.1% |
| 7D | -10.6% | -2.0% | -8.6% | -7.7% |
| 30D | -19.0% | -1.7% | -17.3% | -16.7% |
| 3M | -13.5% | +4.7% | -18.2% | -19.6% |
| 6M | +28.6% | +12.6% | +16.0% | +6.2% |
| YTD | -3.3% | +11.8% | -15.1% | -19.0% |
| 1Y | -31.3% | +17.5% | -48.8% | -47.0% |
| 3Y | -36.0% | +77.0% | -113.0% | -73.2% |
| 5Y | -78.9% | +82.6% | -161.4% | -90.9% |
| All | -40.6% | +216.0% | -256.6% | -83.2% |
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