+332.5%
LAR vs VOO
+817.1%
-484.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | +0.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +6.9% | +0.1% | +6.9% | +7.1% |
| 3M | -30.8% | +2.0% | -32.8% | -31.8% |
| 6M | -1.5% | +13.0% | -14.5% | -15.6% |
| YTD | +21.7% | +13.6% | +8.1% | +4.2% |
| 1Y | +103.9% | +20.1% | +83.8% | +62.2% |
| 3Y | -9.1% | +77.6% | -86.7% | -58.2% |
| 5Y | -23.8% | +82.4% | -106.2% | -63.4% |
| 10Y | +396.1% | +316.8% | +79.2% | -0.6% |
| All | +332.5% | +817.1% | -484.6% | -72.4% |
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