+360.8%
LGI vs VOO
+800.4%
-439.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +0.9% | +2.6% | -1.7% | -1.3% |
| 30D | +0.4% | -2.0% | +2.4% | +2.1% |
| 3M | -8.9% | -2.8% | -6.1% | -6.8% |
| 6M | -1.3% | +2.2% | -3.4% | -3.3% |
| YTD | +4.0% | +11.5% | -7.5% | -5.4% |
| 1Y | +6.7% | +13.5% | -6.8% | -4.4% |
| 3Y | +63.2% | +78.1% | -14.8% | -1.3% |
| 5Y | +30.3% | +73.1% | -42.8% | -19.4% |
| 10Y | +210.8% | +310.7% | -100.0% | -9.4% |
| All | +360.8% | +800.4% | -439.6% | -29.5% |
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