+53.2%
LOAR vs VOO
+55.9%
-2.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -0.7% | +2.6% | -3.3% | -4.0% |
| 30D | +21.8% | -2.0% | +23.8% | +24.4% |
| 3M | +1.1% | -2.8% | +3.8% | +4.4% |
| 6M | +21.9% | +2.2% | +19.7% | +17.6% |
| YTD | +10.0% | +11.5% | -1.6% | -5.8% |
| 1Y | +9.1% | +13.5% | -4.4% | -8.6% |
| All | +53.2% | +55.9% | -2.6% | -14.2% |
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