+253.4%
LRGE vs VOO
+265.1%
-11.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +3.9% | +3.3% | +0.6% | +0.6% |
| 30D | -8.9% | -2.7% | -6.2% | -6.2% |
| 3M | -6.3% | -1.7% | -4.6% | -4.5% |
| 6M | -2.3% | +3.1% | -5.4% | -4.9% |
| YTD | +1.3% | +11.9% | -10.6% | -8.8% |
| 1Y | -0.4% | +12.1% | -12.5% | -10.5% |
| 3Y | +52.4% | +78.6% | -26.2% | -12.2% |
| 5Y | +38.5% | +73.8% | -35.3% | -17.6% |
| All | +253.4% | +265.1% | -11.7% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling