+56.4%
LOCO vs VOO
+14.7%
+41.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.2% |
| 7D | +9.7% | -0.7% | +10.4% | +10.0% |
| 30D | +14.4% | -1.1% | +15.4% | +14.8% |
| 3M | -0.3% | -0.3% | 0.0% | -0.3% |
| 6M | +26.7% | +7.4% | +19.3% | +21.2% |
| YTD | +57.5% | +13.4% | +44.1% | +46.7% |
| 1Y | +56.4% | +14.8% | +41.6% | +43.5% |
| All | +56.4% | +14.7% | +41.7% | +43.5% |
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 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