+158.4%
LBRX vs VOO
+17.8%
+140.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.5% |
| 7D | +9.4% | -0.9% | +10.4% | +10.1% |
| 30D | +24.4% | -2.3% | +26.8% | +26.3% |
| 3M | -1.4% | -1.2% | -0.2% | -0.6% |
| 6M | +36.7% | +3.3% | +33.4% | +33.9% |
| YTD | +100.9% | +12.3% | +88.5% | +81.9% |
| 1Y | +179.8% | +12.5% | +167.3% | +152.3% |
| All | +158.4% | +17.8% | +140.7% | +125.8% |
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