+17.3%
LAD vs VOO
+82.3%
-65.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +20.4% |
| 6M | +42.5% | +14.5% | +28.0% | +21.2% |
| YTD | +11.6% | +13.0% | -1.4% | -3.5% |
| 1Y | +9.4% | +19.4% | -10.0% | -11.3% |
| 3Y | +26.7% | +78.9% | -52.2% | -35.7% |
| 5Y | +17.3% | +82.3% | -65.0% | -43.5% |
| All | +17.3% | +82.3% | -65.1% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling