+194.8%
LYG vs VOO
+325.3%
-130.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.1% |
| 7D | -1.2% | -0.8% | -0.4% | -0.3% |
| 30D | -2.9% | -1.1% | -1.8% | -1.8% |
| 3M | +12.4% | +3.9% | +8.5% | +8.0% |
| 6M | +16.7% | +13.6% | +3.0% | +2.5% |
| YTD | +17.8% | +12.7% | +5.0% | +4.4% |
| 1Y | +38.4% | +17.6% | +20.8% | +17.4% |
| 3Y | +239.8% | +77.3% | +162.5% | +84.3% |
| 5Y | +231.1% | +84.1% | +146.9% | +71.9% |
| All | +194.8% | +325.3% | -130.4% | -36.5% |
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