+26.7%
LAD vs VOO
+79.1%
-52.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.1% |
| 7D | -0.2% | +0.5% | -0.8% | -0.8% |
| 30D | -1.8% | -0.9% | -0.9% | -0.8% |
| 3M | +26.5% | +3.9% | +22.6% | +20.6% |
| 6M | +42.5% | +14.5% | +28.0% | +21.1% |
| YTD | +11.6% | +13.0% | -1.4% | -3.6% |
| 1Y | +9.4% | +19.4% | -10.0% | -11.6% |
| 3Y | +26.7% | +78.9% | -52.2% | -45.0% |
| All | +26.7% | +79.1% | -52.4% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling