+274.0%
LRGF vs VOO
+336.6%
-62.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.1% | +0.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -3.5% | -3.3% | -0.2% | -0.3% |
| 3M | -2.2% | -2.4% | +0.2% | +0.1% |
| 6M | +4.7% | +2.6% | +2.1% | +2.1% |
| YTD | +11.5% | +11.3% | +0.2% | +0.5% |
| 1Y | +12.6% | +13.4% | -0.8% | -0.4% |
| 3Y | +82.8% | +80.3% | +2.5% | +3.1% |
| 5Y | +81.5% | +72.7% | +8.8% | +6.6% |
| 10Y | +260.1% | +310.0% | -49.9% | -4.1% |
| All | +274.0% | +336.6% | -62.6% | -6.1% |
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