-47.7%
LW vs VOO
+77.0%
-124.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.3% |
| 7D | -8.2% | -0.4% | -7.8% | -8.0% |
| 30D | -7.1% | -1.4% | -5.7% | -6.3% |
| 3M | +11.3% | +3.7% | +7.6% | +8.5% |
| 6M | +6.9% | +13.0% | -6.1% | -1.8% |
| YTD | +17.7% | +12.4% | +5.3% | +8.3% |
| 1Y | -13.1% | +18.6% | -31.7% | -23.4% |
| All | -47.7% | +77.0% | -124.7% | -66.2% |
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