+81.0%
LGN vs VOO
+17.3%
+63.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.0% |
| 7D | +7.5% | -0.4% | +7.9% | +8.4% |
| 30D | -13.9% | -1.4% | -12.6% | -10.9% |
| 3M | -35.5% | +3.7% | -39.2% | -40.8% |
| 6M | +9.5% | +13.0% | -3.6% | -17.9% |
| YTD | +28.3% | +12.4% | +15.9% | -0.8% |
| All | +81.0% | +17.3% | +63.8% | +37.6% |
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