+4,283.7%
LAD vs VOO
+795.4%
+3,488.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.2% |
| 7D | +2.6% | -0.6% | +3.2% | +3.1% |
| 30D | +5.6% | -3.6% | +9.3% | +10.0% |
| 3M | -19.3% | -2.7% | -16.6% | -17.0% |
| 6M | +4.5% | +2.2% | +2.2% | -0.1% |
| YTD | -7.2% | +10.9% | -18.1% | -20.2% |
| 1Y | +4.8% | +11.3% | -6.5% | -10.2% |
| 3Y | +21.8% | +76.9% | -55.1% | -42.8% |
| 5Y | -0.4% | +73.5% | -73.9% | -52.0% |
| 10Y | +306.2% | +307.7% | -1.5% | -42.9% |
| All | +4,283.7% | +795.4% | +3,488.3% | +42.9% |
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