+2.4%
LAES vs VOO
+78.5%
-76.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -4.3% |
| 7D | -5.3% | +2.6% | -7.9% | -11.1% |
| 30D | -32.1% | -2.0% | -30.1% | -27.2% |
| 3M | -56.0% | -2.8% | -53.2% | -51.6% |
| 6M | -57.8% | +2.2% | -59.9% | -58.5% |
| YTD | -66.9% | +11.5% | -78.5% | -73.5% |
| 1Y | -74.3% | +13.5% | -87.8% | -80.0% |
| 3Y | +2.4% | +78.1% | -75.7% | -47.1% |
| All | +2.4% | +78.5% | -76.1% | -47.1% |
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 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