+118.6%
LWAY vs VOO
+800.4%
-681.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.3% | +4.2% |
| 7D | +0.3% | +2.6% | -2.2% | -1.4% |
| 30D | -1.5% | -2.0% | +0.5% | -0.2% |
| 3M | -12.1% | -2.8% | -9.3% | -10.5% |
| 6M | -20.3% | +2.2% | -22.5% | -22.1% |
| YTD | -10.4% | +11.5% | -21.9% | -17.7% |
| 1Y | -0.9% | +13.5% | -14.4% | -10.1% |
| 3Y | +131.6% | +78.1% | +53.5% | +52.0% |
| 5Y | +281.1% | +73.1% | +207.9% | +152.5% |
| 10Y | +78.9% | +310.7% | -231.8% | -39.3% |
| All | +118.6% | +800.4% | -681.8% | -68.7% |
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