-19.7%
LAR vs VOO
+81.6%
-101.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.8% |
| 7D | -1.5% | -0.4% | -1.1% | -0.8% |
| 30D | -4.8% | -1.4% | -3.4% | -2.0% |
| 3M | -20.8% | +3.7% | -24.5% | -25.2% |
| 6M | -1.6% | +13.0% | -14.6% | -19.7% |
| YTD | +21.1% | +12.4% | +8.7% | +0.6% |
| 1Y | +120.2% | +18.6% | +101.6% | +67.1% |
| 3Y | -5.8% | +78.1% | -83.8% | -67.9% |
| 5Y | -19.7% | +82.3% | -101.9% | -68.3% |
| All | -19.7% | +81.6% | -101.2% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling