-89.8%
LOT vs VOO
+77.4%
-167.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.8% | +7.1% | +7.2% |
| 7D | -5.2% | -0.8% | -4.4% | -4.5% |
| 30D | +17.2% | -1.1% | +18.3% | +18.3% |
| 3M | -12.1% | +3.9% | -16.0% | -14.7% |
| 6M | -8.4% | +13.6% | -22.0% | -17.6% |
| YTD | -22.7% | +12.7% | -35.4% | -29.9% |
| 1Y | -45.6% | +17.6% | -63.2% | -52.2% |
| 3Y | -89.8% | +77.3% | -167.1% | -91.3% |
| All | -89.8% | +77.4% | -167.2% | -91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling