+797.7%
LOGI vs VOO
+817.1%
-19.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | -3.5% | +0.1% | -3.5% | -3.4% |
| 3M | -14.0% | +2.0% | -16.0% | -15.6% |
| 6M | +10.9% | +13.0% | -2.1% | -2.2% |
| YTD | +1.8% | +13.6% | -11.8% | -10.6% |
| 1Y | -2.8% | +20.1% | -22.9% | -19.3% |
| 3Y | +53.8% | +77.6% | -23.8% | -14.2% |
| 5Y | +7.3% | +82.4% | -75.2% | -41.1% |
| 10Y | +459.6% | +316.8% | +142.8% | +26.2% |
| All | +797.7% | +817.1% | -19.4% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling