-67.6%
LGIH vs VOO
+82.8%
-150.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.3% |
| 7D | -10.1% | -0.8% | -9.4% | -9.1% |
| 30D | -13.1% | -1.1% | -12.1% | -11.7% |
| 3M | -10.8% | +3.9% | -14.7% | -15.2% |
| 6M | +19.7% | +13.6% | +6.0% | +1.3% |
| YTD | +15.0% | +12.7% | +2.3% | -1.7% |
| 1Y | -21.6% | +17.6% | -39.2% | -36.9% |
| 3Y | -59.0% | +77.3% | -136.3% | -81.7% |
| All | -67.6% | +82.8% | -150.4% | -86.1% |
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