+148.6%
LBRX vs VOO
+17.0%
+131.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | +2.4% | +2.6% | -0.2% | +0.5% |
| 30D | +26.5% | -2.0% | +28.5% | +28.3% |
| 3M | -2.8% | -2.8% | -0.1% | -1.0% |
| 6M | +33.1% | +2.2% | +31.0% | +31.4% |
| YTD | +93.2% | +11.5% | +81.7% | +76.0% |
| 1Y | +188.7% | +13.5% | +175.2% | +159.7% |
| All | +148.6% | +17.0% | +131.7% | +118.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling