+16.1%
LAKE vs VOO
+807.8%
-791.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.4% | -3.7% |
| 7D | -5.5% | -0.4% | -5.2% | -5.4% |
| 30D | -8.1% | -1.4% | -6.8% | -7.7% |
| 3M | +16.0% | +3.7% | +12.3% | +14.7% |
| 6M | +29.8% | +13.0% | +16.7% | +25.4% |
| YTD | +25.2% | +12.4% | +12.8% | +21.3% |
| 1Y | -23.2% | +18.6% | -41.8% | -26.7% |
| 3Y | -25.7% | +78.1% | -103.8% | -34.3% |
| 5Y | -52.7% | +82.3% | -134.9% | -58.6% |
| 10Y | +20.9% | +322.5% | -301.6% | -8.5% |
| All | +16.1% | +807.8% | -791.8% | -24.1% |
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 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