-100.0%
LGCL vs VOO
+54.2%
-154.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.8% | -4.8% |
| 7D | -19.4% | -0.4% | -19.1% | -19.2% |
| 30D | -97.9% | -1.4% | -96.5% | -97.8% |
| 3M | -98.5% | +3.7% | -102.2% | -98.5% |
| 6M | -98.3% | +13.0% | -111.4% | -98.5% |
| YTD | -98.7% | +12.4% | -111.2% | -98.8% |
| 1Y | -99.9% | +18.6% | -118.5% | -99.9% |
| All | -100.0% | +54.2% | -154.2% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling