+114.3%
LYG vs VOO
+810.0%
-695.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.0% |
| 7D | -1.2% | -0.8% | -0.4% | -0.2% |
| 30D | -2.9% | -1.1% | -1.8% | -1.6% |
| 3M | +12.4% | +3.9% | +8.5% | +7.1% |
| 6M | +16.7% | +13.6% | +3.0% | -0.2% |
| YTD | +17.8% | +12.7% | +5.0% | +1.8% |
| 1Y | +38.4% | +17.6% | +20.8% | +13.4% |
| 3Y | +239.8% | +77.3% | +162.5% | +61.0% |
| 5Y | +231.1% | +84.1% | +146.9% | +47.6% |
| 10Y | +189.3% | +323.5% | -134.3% | -64.3% |
| All | +114.3% | +810.0% | -695.7% | -93.7% |
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