-37.1%
LW vs VOO
+78.5%
-115.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +1.5% | +2.6% | -1.1% | -0.1% |
| 30D | +6.5% | -2.0% | +8.5% | +7.7% |
| 3M | +5.0% | -2.8% | +7.7% | +6.7% |
| 6M | +36.9% | +2.2% | +34.7% | +34.5% |
| YTD | +38.1% | +11.5% | +26.6% | +27.5% |
| 1Y | 0.0% | +13.5% | -13.5% | -9.0% |
| 3Y | -37.1% | +78.1% | -115.2% | -57.8% |
| All | -37.1% | +78.5% | -115.6% | -57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling