-1.0%
LOCO vs VOO
+80.3%
-81.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +0.4% | -2.0% | +2.4% | +2.0% |
| 30D | +1.6% | -1.7% | +3.2% | +2.9% |
| 3M | 0.0% | +4.7% | -4.7% | -4.0% |
| 6M | +35.7% | +12.6% | +23.1% | +22.4% |
| YTD | +44.0% | +11.8% | +32.2% | +30.7% |
| 1Y | +49.0% | +17.5% | +31.4% | +29.7% |
| 3Y | +62.3% | +77.0% | -14.7% | -0.9% |
| 5Y | -1.0% | +82.6% | -83.6% | -42.1% |
| All | -1.0% | +80.3% | -81.4% | -42.1% |
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 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