+35.3%
LOAR vs VOO
+57.1%
-21.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.8% |
| 7D | -2.5% | -0.4% | -2.1% | -1.9% |
| 30D | -6.5% | -1.4% | -5.1% | -4.5% |
| 3M | +0.8% | +3.7% | -2.9% | -4.1% |
| 6M | -4.4% | +13.0% | -17.5% | -19.0% |
| YTD | -2.9% | +12.4% | -15.3% | -17.0% |
| 1Y | -15.9% | +18.6% | -34.5% | -33.2% |
| All | +35.3% | +57.1% | -21.8% | -24.5% |
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