-39.3%
LBRDA vs VOO
+20.2%
-59.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.0% | +13.6% | +14.8% |
| 7D | +16.6% | +3.0% | +13.6% | +14.8% |
| 30D | +16.6% | +3.0% | +13.6% | +14.8% |
| 3M | +3.4% | +3.4% | +0.1% | +1.5% |
| 6M | -32.7% | +11.7% | -44.3% | -34.8% |
| YTD | -25.5% | +12.9% | -38.3% | -28.6% |
| All | -39.3% | +20.2% | -59.4% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling