+34.9%
LOGI vs VOO
+74.6%
-39.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | +2.5% | +3.3% | -0.8% | -1.4% |
| 30D | -2.1% | -2.7% | +0.6% | +1.0% |
| 3M | -1.0% | -1.7% | +0.8% | +1.2% |
| 6M | -1.2% | +3.1% | -4.4% | -4.6% |
| YTD | +2.0% | +11.9% | -9.9% | -10.6% |
| 1Y | -15.6% | +12.1% | -27.6% | -26.0% |
| 3Y | +29.2% | +78.6% | -49.3% | -34.7% |
| 5Y | +34.9% | +73.8% | -38.9% | -31.3% |
| All | +34.9% | +74.6% | -39.7% | -31.3% |
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