+70.9%
LARK vs VOO
+82.8%
-11.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.1% |
| 7D | +0.8% | -0.8% | +1.5% | +0.9% |
| 30D | +1.4% | -1.1% | +2.5% | +1.6% |
| 3M | +12.8% | +3.9% | +8.9% | +12.0% |
| 6M | +29.0% | +13.6% | +15.4% | +25.9% |
| YTD | +26.8% | +12.7% | +14.1% | +24.0% |
| 1Y | +32.2% | +17.6% | +14.6% | +28.2% |
| 3Y | +118.7% | +77.3% | +41.4% | +100.5% |
| All | +70.9% | +82.8% | -11.9% | +53.3% |
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