+166.7%
LGH vs VOO
+189.9%
-23.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | -2.0% | -1.4% | -0.7% | -0.9% |
| 3M | +4.4% | +3.7% | +0.7% | +1.6% |
| 6M | +7.9% | +13.0% | -5.1% | -2.0% |
| YTD | +5.6% | +12.4% | -6.8% | -3.5% |
| 1Y | +12.7% | +18.6% | -5.9% | -1.1% |
| 3Y | +68.3% | +78.1% | -9.8% | +9.3% |
| 5Y | +56.2% | +82.3% | -26.1% | -0.2% |
| All | +166.7% | +189.9% | -23.1% | +33.2% |
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