-100.0%
LGCL vs VOO
+53.0%
-153.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | +7.3% | +2.6% | +4.7% | +4.9% |
| 30D | -16.9% | -2.0% | -14.9% | -15.4% |
| 3M | -99.2% | -2.8% | -96.5% | -99.2% |
| 6M | -99.3% | +2.2% | -101.5% | -99.3% |
| YTD | -99.4% | +11.5% | -111.0% | -99.5% |
| 1Y | -99.5% | +13.5% | -113.0% | -99.5% |
| All | -100.0% | +53.0% | -153.0% | -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