+118.5%
LW vs VOO
+309.2%
-190.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +1.5% | +2.6% | -1.1% | -0.5% |
| 30D | +6.5% | -2.0% | +8.5% | +8.0% |
| 3M | +5.0% | -2.8% | +7.7% | +7.1% |
| 6M | +36.9% | +2.2% | +34.7% | +33.9% |
| YTD | +38.1% | +11.5% | +26.6% | +25.8% |
| 1Y | 0.0% | +13.5% | -13.5% | -10.4% |
| 3Y | -37.1% | +78.1% | -115.2% | -61.0% |
| 5Y | +9.7% | +73.1% | -63.5% | -31.0% |
| 10Y | +121.8% | +310.7% | -189.0% | -27.8% |
| All | +118.5% | +309.2% | -190.6% | -28.8% |
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 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