+312.5%
LGIH vs VOO
+437.1%
-124.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.5% |
| 7D | -1.0% | +0.5% | -1.5% | -1.7% |
| 30D | -11.4% | -0.9% | -10.4% | -10.1% |
| 3M | +5.2% | +3.9% | +1.3% | 0.0% |
| 6M | +19.8% | +14.5% | +5.3% | +0.5% |
| YTD | +23.9% | +13.0% | +10.9% | +5.7% |
| 1Y | -19.9% | +19.4% | -39.4% | -36.8% |
| 3Y | -55.5% | +78.9% | -134.4% | -79.7% |
| 5Y | -65.0% | +82.3% | -147.3% | -84.0% |
| 10Y | +36.7% | +314.2% | -277.5% | -77.9% |
| All | +312.5% | +437.1% | -124.7% | -50.2% |
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 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