+189.7%
LB vs VOO
+40.9%
+148.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +2.0% |
| 7D | -16.1% | -0.6% | -15.5% | -15.4% |
| 30D | -23.2% | -3.6% | -19.6% | -19.2% |
| 3M | -18.8% | -2.7% | -16.1% | -15.8% |
| 6M | +2.2% | +2.2% | 0.0% | -1.7% |
| YTD | +35.8% | +10.9% | +24.9% | +14.6% |
| 1Y | -11.1% | +11.3% | -22.5% | -25.1% |
| All | +189.7% | +40.9% | +148.8% | +87.4% |
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