+185.3%
LB vs VOO
+41.3%
+144.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -3.0% |
| 7D | -17.8% | +0.1% | -17.9% | -17.9% |
| 30D | -24.4% | -3.3% | -21.0% | -20.8% |
| 3M | -13.4% | -2.4% | -11.0% | -10.5% |
| 6M | +0.7% | +2.6% | -1.9% | -3.6% |
| YTD | +33.8% | +11.3% | +22.5% | +12.4% |
| 1Y | -5.1% | +13.4% | -18.5% | -22.3% |
| All | +185.3% | +41.3% | +144.0% | +83.7% |
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