+195.8%
LAZ vs VOO
+817.1%
-621.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +2.9% | +0.1% | +2.8% | +2.9% |
| 3M | -6.2% | +2.0% | -8.2% | -8.1% |
| 6M | -4.9% | +13.0% | -17.9% | -18.8% |
| YTD | -4.4% | +13.6% | -18.0% | -18.7% |
| 1Y | -17.4% | +20.1% | -37.5% | -35.1% |
| 3Y | +47.1% | +77.6% | -30.5% | -30.4% |
| 5Y | +18.8% | +82.4% | -63.6% | -45.6% |
| 10Y | +104.5% | +316.8% | -212.3% | -72.3% |
| All | +195.8% | +817.1% | -621.3% | -87.9% |
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