-35.0%
LAR vs VOO
+78.5%
-113.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -0.7% |
| 7D | -13.4% | +2.6% | -16.0% | -17.2% |
| 30D | -22.4% | -2.0% | -20.4% | -19.4% |
| 3M | -45.5% | -2.8% | -42.7% | -42.5% |
| 6M | -66.0% | +2.2% | -68.1% | -66.5% |
| YTD | -34.1% | +11.5% | -45.6% | -42.7% |
| 1Y | -15.4% | +13.5% | -28.9% | -28.4% |
| 3Y | -35.0% | +78.1% | -113.1% | -75.0% |
| All | -35.0% | +78.5% | -113.4% | -75.0% |
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