+185.2%
LBRX vs VOO
+19.1%
+166.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.0% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +9.6% | +0.1% | +9.5% | +9.5% |
| 3M | +70.7% | +2.0% | +68.7% | +68.8% |
| 6M | +102.2% | +13.0% | +89.2% | +82.8% |
| YTD | +121.7% | +13.6% | +108.1% | +99.1% |
| All | +185.2% | +19.1% | +166.1% | +147.2% |
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