+74.6%
LAZ vs VOO
+78.5%
-3.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.5% |
| 7D | +5.5% | +2.6% | +2.9% | +1.1% |
| 30D | +18.1% | -2.0% | +20.1% | +22.1% |
| 3M | -10.0% | -2.8% | -7.2% | -5.5% |
| 6M | -8.5% | +2.2% | -10.6% | -10.8% |
| YTD | -13.0% | +11.5% | -24.6% | -26.0% |
| 1Y | -15.7% | +13.5% | -29.2% | -30.2% |
| 3Y | +74.6% | +78.1% | -3.5% | -9.7% |
| All | +74.6% | +78.5% | -3.9% | -9.7% |
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