+160.2%
LGCY vs VOO
+36.2%
+124.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -3.2% | +0.5% | -3.8% | -3.8% |
| 30D | -9.0% | -0.9% | -8.1% | -8.2% |
| 3M | -6.9% | +3.9% | -10.8% | -10.9% |
| 6M | -24.7% | +14.5% | -39.2% | -35.3% |
| YTD | +2.6% | +13.0% | -10.3% | -10.3% |
| 1Y | -18.7% | +19.4% | -38.1% | -32.5% |
| All | +160.2% | +36.2% | +124.0% | +92.4% |
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