+776.5%
LOGI vs VOO
+795.4%
-18.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +5.6% | -0.6% | +6.1% | +6.1% |
| 30D | -0.3% | -3.6% | +3.4% | +3.6% |
| 3M | -5.0% | -2.7% | -2.3% | -2.1% |
| 6M | -8.9% | +2.2% | -11.2% | -10.8% |
| YTD | -0.6% | +10.9% | -11.5% | -10.5% |
| 1Y | -18.3% | +11.3% | -29.7% | -26.7% |
| 3Y | +25.9% | +76.9% | -51.0% | -29.4% |
| 5Y | +35.7% | +73.5% | -37.9% | -21.6% |
| 10Y | +374.1% | +307.7% | +66.4% | +9.5% |
| All | +776.5% | +795.4% | -18.9% | -28.2% |
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