-59.6%
LGIH vs VOO
+75.9%
-135.5%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.9% |
| 7D | -10.6% | -2.0% | -8.6% | -8.2% |
| 30D | -15.7% | -1.7% | -14.1% | -13.7% |
| 3M | -7.3% | +4.7% | -12.1% | -12.4% |
| 6M | +14.5% | +12.6% | +1.9% | -0.7% |
| YTD | +13.4% | +11.8% | +1.6% | -1.0% |
| 1Y | -20.5% | +17.5% | -38.1% | -34.8% |
| All | -59.6% | +75.9% | -135.5% | -84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling