-94.7%
LGO vs VOO
+80.3%
-175.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.3% |
| 7D | -2.8% | -2.0% | -0.8% | +0.1% |
| 30D | -10.4% | -1.7% | -8.7% | -8.0% |
| 3M | -8.0% | +4.7% | -12.7% | -13.3% |
| 6M | -55.8% | +12.6% | -68.3% | -62.1% |
| YTD | -26.6% | +11.8% | -38.4% | -35.7% |
| 1Y | -55.2% | +17.5% | -72.7% | -63.2% |
| 3Y | -79.0% | +77.0% | -156.0% | -89.8% |
| 5Y | -94.7% | +82.6% | -177.3% | -97.5% |
| All | -94.7% | +80.3% | -175.0% | -97.5% |
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