+480.3%
LAUR vs VOO
+287.9%
+192.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -0.5% | -2.0% | +1.5% | +1.3% |
| 30D | -2.5% | -1.7% | -0.8% | -1.0% |
| 3M | -2.0% | +4.7% | -6.7% | -6.2% |
| 6M | +4.9% | +12.6% | -7.7% | -6.2% |
| YTD | +6.3% | +11.8% | -5.5% | -4.4% |
| 1Y | +28.9% | +17.5% | +11.3% | +10.7% |
| 3Y | +181.2% | +77.0% | +104.2% | +64.2% |
| 5Y | +357.7% | +82.6% | +275.1% | +153.8% |
| All | +480.3% | +287.9% | +192.5% | +49.5% |
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