+87.5%
LAR vs VOO
+18.2%
+69.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.8% | -9.6% | -11.1% |
| 7D | -13.8% | -0.8% | -13.1% | -12.1% |
| 30D | -14.1% | -1.1% | -13.0% | -11.4% |
| 3M | -35.0% | +3.9% | -38.9% | -41.0% |
| 6M | -19.0% | +13.6% | -32.6% | -39.3% |
| YTD | +4.8% | +12.7% | -7.9% | -18.9% |
| 1Y | +87.5% | +17.6% | +69.9% | +48.1% |
| All | +87.5% | +18.2% | +69.3% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling