+381.6%
LWAY vs VOO
+81.6%
+300.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -5.3% | -0.4% | -4.9% | -5.1% |
| 30D | -17.3% | -1.4% | -15.9% | -16.5% |
| 3M | +4.2% | +3.7% | +0.4% | +0.8% |
| 6M | +16.7% | +13.0% | +3.7% | +5.4% |
| YTD | +2.4% | +12.4% | -10.1% | -7.3% |
| 1Y | -23.7% | +18.6% | -42.3% | -33.9% |
| 3Y | +121.4% | +78.1% | +43.4% | +38.2% |
| 5Y | +381.6% | +82.3% | +299.3% | +189.5% |
| All | +381.6% | +81.6% | +300.0% | +189.5% |
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 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