+392.4%
LGI vs VOO
+817.1%
-424.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -1.8% | +0.1% | -2.0% | -1.9% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +1.2% | +2.0% | -0.8% | -0.7% |
| 6M | +0.1% | +13.0% | -13.0% | -9.9% |
| YTD | +11.1% | +13.6% | -2.5% | -0.4% |
| 1Y | +13.4% | +20.1% | -6.7% | -3.1% |
| 3Y | +64.4% | +77.6% | -13.2% | -0.3% |
| 5Y | +33.0% | +82.4% | -49.4% | -21.2% |
| 10Y | +227.7% | +316.8% | -89.1% | -5.6% |
| All | +392.4% | +817.1% | -424.7% | -25.8% |
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