+81.0%
LWAY vs VOO
+325.3%
-244.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | -1.6% | -0.8% | -0.8% | -1.1% |
| 30D | -15.8% | -1.1% | -14.7% | -15.3% |
| 3M | -1.6% | +3.9% | -5.4% | -4.3% |
| 6M | +16.4% | +13.6% | +2.8% | +6.8% |
| YTD | +1.6% | +12.7% | -11.1% | -6.4% |
| 1Y | -24.9% | +17.6% | -42.5% | -32.7% |
| 3Y | +139.6% | +77.3% | +62.3% | +65.8% |
| 5Y | +375.1% | +84.1% | +291.0% | +218.6% |
| All | +81.0% | +325.3% | -244.3% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling