-88.5%
LAES vs VOO
+89.4%
-177.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -4.4% |
| 7D | -5.3% | +2.6% | -7.9% | -10.6% |
| 30D | -32.1% | -2.0% | -30.1% | -27.5% |
| 3M | -56.0% | -2.8% | -53.2% | -51.9% |
| 6M | -57.8% | +2.2% | -59.9% | -58.3% |
| YTD | -66.9% | +11.5% | -78.5% | -72.8% |
| 1Y | -74.3% | +13.5% | -87.8% | -79.4% |
| 3Y | +2.4% | +78.1% | -75.7% | -40.5% |
| All | -88.5% | +89.4% | -177.9% | -85.4% |
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