+43.5%
LGLV vs VOO
+80.3%
-36.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -2.9% | -2.0% | -0.9% | -1.7% |
| 30D | -3.6% | -1.7% | -1.9% | -2.6% |
| 3M | +1.5% | +4.7% | -3.2% | -1.4% |
| 6M | +0.1% | +12.6% | -12.5% | -7.2% |
| YTD | +4.4% | +11.8% | -7.3% | -2.9% |
| 1Y | +4.9% | +17.5% | -12.6% | -5.6% |
| 3Y | +39.7% | +77.0% | -37.3% | -5.8% |
| 5Y | +43.5% | +82.6% | -39.1% | -6.9% |
| All | +43.5% | +80.3% | -36.8% | -6.9% |
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