+286.4%
LB vs VOO
+43.5%
+242.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.9% |
| 7D | +2.9% | +0.5% | +2.4% | +2.1% |
| 30D | +17.3% | -0.9% | +18.3% | +18.6% |
| 3M | +27.0% | +3.9% | +23.1% | +19.6% |
| 6M | +22.4% | +14.5% | +7.9% | -1.4% |
| YTD | +81.2% | +13.0% | +68.2% | +48.9% |
| 1Y | +73.6% | +19.4% | +54.1% | +31.2% |
| All | +286.4% | +43.5% | +242.9% | +143.5% |
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