+352.1%
LOGI vs VOO
+309.9%
+42.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.3% |
| 7D | +0.8% | -2.7% | +3.5% | +3.5% |
| 30D | -5.8% | -5.4% | -0.4% | -0.5% |
| 3M | -5.0% | -4.1% | -0.9% | -0.8% |
| 6M | -5.4% | +0.7% | -6.1% | -5.7% |
| YTD | -2.4% | +8.7% | -11.1% | -9.8% |
| 1Y | -18.1% | +11.0% | -29.1% | -25.8% |
| 3Y | +28.1% | +75.5% | -47.3% | -24.9% |
| 5Y | +32.1% | +68.4% | -36.3% | -19.2% |
| All | +352.1% | +309.9% | +42.2% | +24.1% |
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 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