+6.4%
LVS vs VOO
+82.8%
-76.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.4% |
| 7D | -3.5% | -0.8% | -2.7% | -2.7% |
| 30D | -6.2% | -1.1% | -5.2% | -5.2% |
| 3M | -14.8% | +3.9% | -18.7% | -18.6% |
| 6M | -20.9% | +13.6% | -34.5% | -31.6% |
| YTD | -33.0% | +12.7% | -45.8% | -41.7% |
| 1Y | -20.0% | +17.6% | -37.6% | -33.6% |
| 3Y | -6.9% | +77.3% | -84.2% | -51.9% |
| All | +6.4% | +82.8% | -76.4% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling