+4,159.7%
LAD vs VOO
+803.9%
+3,355.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.4% |
| 7D | -5.9% | +3.3% | -9.2% | -9.6% |
| 30D | +3.9% | -2.7% | +6.6% | +6.8% |
| 3M | -21.3% | -1.7% | -19.6% | -20.1% |
| 6M | +8.4% | +3.1% | +5.3% | +2.6% |
| YTD | -9.8% | +11.9% | -21.8% | -23.3% |
| 1Y | -0.1% | +12.1% | -12.2% | -15.1% |
| 3Y | +18.4% | +78.6% | -60.2% | -45.1% |
| 5Y | -4.6% | +73.8% | -78.3% | -54.0% |
| 10Y | +286.8% | +312.3% | -25.5% | -46.4% |
| All | +4,159.7% | +803.9% | +3,355.9% | +37.2% |
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 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