+7.2%
LAKE vs VOO
+325.3%
-318.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.7% | +4.3% |
| 7D | -15.6% | -0.8% | -14.9% | -15.4% |
| 30D | -16.3% | -1.1% | -15.2% | -16.0% |
| 3M | -6.9% | +3.9% | -10.8% | -7.9% |
| 6M | +15.2% | +13.6% | +1.6% | +11.1% |
| YTD | +14.0% | +12.7% | +1.3% | +10.3% |
| 1Y | -29.1% | +17.6% | -46.7% | -32.2% |
| 3Y | -32.9% | +77.3% | -110.2% | -39.9% |
| 5Y | -50.5% | +84.1% | -134.6% | -56.4% |
| All | +7.2% | +325.3% | -318.1% | -22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling