-89.5%
LOT vs VOO
+97.5%
-187.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.5% | -6.8% | -7.0% |
| 7D | -13.4% | -0.4% | -13.1% | -13.3% |
| 30D | +19.8% | -1.4% | +21.1% | +20.4% |
| 3M | -12.0% | +3.7% | -15.7% | -13.1% |
| 6M | -8.0% | +13.0% | -21.1% | -12.1% |
| YTD | -27.0% | +12.4% | -39.4% | -30.0% |
| 1Y | -49.0% | +18.6% | -67.6% | -51.9% |
| 3Y | -90.3% | +78.1% | -168.4% | -91.2% |
| 5Y | -89.3% | +82.3% | -171.6% | -90.3% |
| All | -89.5% | +97.5% | -187.0% | -90.5% |
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