+278.5%
LB vs VOO
+44.3%
+234.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +14.6% | +0.1% | +14.5% | +14.2% |
| 3M | +16.7% | +2.0% | +14.7% | +13.0% |
| 6M | +16.7% | +13.0% | +3.6% | -3.8% |
| YTD | +77.4% | +13.6% | +63.9% | +44.8% |
| 1Y | +60.8% | +20.1% | +40.7% | +20.7% |
| All | +278.5% | +44.3% | +234.2% | +136.7% |
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