-80.6%
LGO vs VOO
+325.3%
-405.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -2.3% |
| 7D | -4.2% | -0.8% | -3.5% | -3.5% |
| 30D | -8.1% | -1.1% | -7.0% | -6.9% |
| 3M | -15.0% | +3.9% | -18.9% | -17.9% |
| 6M | -53.1% | +13.6% | -66.7% | -58.3% |
| YTD | -27.7% | +12.7% | -40.4% | -34.6% |
| 1Y | -57.5% | +17.6% | -75.1% | -63.0% |
| 3Y | -79.4% | +77.3% | -156.7% | -87.6% |
| 5Y | -94.8% | +84.1% | -178.9% | -96.9% |
| All | -80.6% | +325.3% | -405.9% | -93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling