-9.0%
LGVN vs VOO
+20.9%
-29.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.9% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -6.3% | +0.1% | -6.4% | -6.6% |
| 3M | -14.9% | +2.0% | -16.9% | -16.8% |
| 6M | +29.7% | +13.0% | +16.7% | +12.5% |
| YTD | +34.6% | +13.6% | +21.0% | +15.7% |
| 1Y | -9.0% | +20.1% | -29.0% | -15.9% |
| All | -9.0% | +20.9% | -29.9% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling