-18.4%
LOAR vs VOO
+17.3%
-35.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | -7.1% | -2.0% | -5.2% | -3.9% |
| 30D | -11.2% | -1.7% | -9.5% | -8.5% |
| 3M | -0.2% | +4.7% | -4.9% | -7.5% |
| 6M | -6.2% | +12.6% | -18.7% | -22.3% |
| YTD | -4.8% | +11.8% | -16.5% | -20.5% |
| 1Y | -18.4% | +17.5% | -35.9% | -37.1% |
| All | -18.4% | +17.3% | -35.7% | -37.1% |
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 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