-78.5%
LBRDA vs VOO
+74.3%
-152.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | -0.9% | -1.4% | +0.5% | +0.3% |
| 30D | +18.5% | +2.4% | +16.0% | +16.0% |
| 3M | +3.4% | +3.4% | +0.1% | +0.3% |
| 6M | -32.7% | +11.7% | -44.3% | -39.3% |
| YTD | -25.5% | +12.9% | -38.3% | -33.5% |
| 1Y | -41.3% | +21.9% | -63.2% | -51.3% |
| 3Y | -59.7% | +81.3% | -141.0% | -77.2% |
| All | -78.5% | +74.3% | -152.8% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling