-31.8%
LVS vs VOO
+14.7%
-46.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.6% | +4.9% | +5.5% |
| 7D | +13.4% | -0.7% | +14.1% | +13.8% |
| 30D | +12.2% | -1.1% | +13.2% | +12.8% |
| 3M | -10.7% | -0.3% | -10.4% | -10.6% |
| 6M | -19.8% | +7.4% | -27.2% | -24.5% |
| YTD | -35.8% | +13.4% | -49.1% | -42.8% |
| 1Y | -31.8% | +14.8% | -46.6% | -39.8% |
| All | -31.8% | +14.7% | -46.5% | -39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling