+7.4%
LGOV vs VOO
+227.7%
-220.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | -1.5% | +2.0% | -3.5% | -1.4% |
| 6M | -4.1% | +13.0% | -17.1% | -3.8% |
| YTD | -2.0% | +13.6% | -15.6% | -1.7% |
| 1Y | +0.3% | +20.1% | -19.7% | +0.8% |
| 3Y | +10.0% | +77.6% | -67.6% | +12.2% |
| 5Y | -11.9% | +82.4% | -94.3% | -10.1% |
| All | +7.4% | +227.7% | -220.3% | +15.9% |
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 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