+7.0%
LFGY vs VOO
+32.8%
-25.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.4% |
| 7D | +3.7% | -0.4% | +4.1% | +4.5% |
| 30D | +11.3% | -1.4% | +12.7% | +14.2% |
| 3M | +3.9% | +3.7% | +0.1% | -2.2% |
| 6M | +21.5% | +13.0% | +8.5% | -0.2% |
| YTD | +16.5% | +12.4% | +4.1% | -2.9% |
| 1Y | +2.9% | +18.6% | -15.7% | -20.4% |
| All | +7.0% | +32.8% | -25.8% | -25.3% |
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 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