+218.8%
LB vs VOO
+42.7%
+176.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.3% | +8.8% | +8.3% |
| 7D | +5.3% | -0.9% | +6.2% | +7.1% |
| 30D | -16.7% | -2.3% | -14.3% | -13.8% |
| 3M | -13.0% | -1.2% | -11.8% | -11.5% |
| 6M | +8.7% | +3.3% | +5.4% | +3.2% |
| YTD | +49.5% | +12.3% | +37.2% | +24.1% |
| 1Y | -14.3% | +12.5% | -26.8% | -28.7% |
| All | +218.8% | +42.7% | +176.2% | +102.9% |
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