+33.4%
LGI vs VOO
+75.1%
-41.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.9% |
| 7D | +1.5% | -0.9% | +2.4% | +2.3% |
| 30D | +0.3% | -2.3% | +2.7% | +2.4% |
| 3M | -6.4% | -1.2% | -5.2% | -5.5% |
| 6M | -0.1% | +3.3% | -3.4% | -3.2% |
| YTD | +6.1% | +12.3% | -6.3% | -4.6% |
| 1Y | +8.4% | +12.5% | -4.1% | -2.7% |
| 3Y | +66.0% | +79.2% | -13.2% | -4.2% |
| 5Y | +33.4% | +75.7% | -42.3% | -22.9% |
| All | +33.4% | +75.1% | -41.8% | -22.9% |
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