+169.1%
LAZ vs VOO
+800.4%
-631.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.6% |
| 7D | +5.5% | +2.6% | +2.9% | +1.8% |
| 30D | +18.1% | -2.0% | +20.1% | +21.6% |
| 3M | -10.0% | -2.8% | -7.2% | -6.2% |
| 6M | -8.5% | +2.2% | -10.6% | -10.2% |
| YTD | -13.0% | +11.5% | -24.6% | -24.1% |
| 1Y | -15.7% | +13.5% | -29.2% | -28.1% |
| 3Y | +74.6% | +78.1% | -3.5% | -17.4% |
| 5Y | +8.2% | +73.1% | -64.9% | -46.6% |
| 10Y | +79.8% | +310.7% | -231.0% | -75.1% |
| All | +169.1% | +800.4% | -631.4% | -88.6% |
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