-81.3%
LAC vs VOO
+82.8%
-164.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -5.8% |
| 7D | +0.5% | -0.6% | +1.1% | +1.7% |
| 30D | -19.6% | -3.6% | -15.9% | -13.9% |
| 3M | -41.8% | -2.7% | -39.1% | -38.6% |
| 6M | -66.1% | +2.2% | -68.3% | -66.8% |
| YTD | -56.7% | +10.9% | -67.5% | -62.3% |
| 1Y | -62.9% | +11.3% | -74.3% | -67.9% |
| 3Y | -74.4% | +76.9% | -151.3% | -92.6% |
| All | -81.3% | +82.8% | -164.1% | -95.1% |
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 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