+152.5%
LGCY vs VOO
+35.9%
+116.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.4% |
| 7D | -3.5% | -0.8% | -2.7% | -2.8% |
| 30D | -5.1% | -1.1% | -4.1% | -4.1% |
| 3M | -9.1% | +3.9% | -12.9% | -12.9% |
| 6M | -27.5% | +13.6% | -41.1% | -37.1% |
| YTD | -0.4% | +12.7% | -13.1% | -12.8% |
| 1Y | -18.3% | +17.6% | -35.9% | -31.1% |
| All | +152.5% | +35.9% | +116.5% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling