+46.3%
LCNB vs VOO
+72.0%
-25.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +6.8% | -3.3% | +10.1% | +8.6% |
| 3M | +0.7% | -2.4% | +3.1% | +1.9% |
| 6M | +24.0% | +2.6% | +21.4% | +21.9% |
| YTD | +25.3% | +11.3% | +14.0% | +17.8% |
| 1Y | +33.9% | +13.4% | +20.5% | +24.5% |
| 3Y | +59.9% | +80.3% | -20.4% | +20.9% |
| 5Y | +46.3% | +72.7% | -26.4% | +13.6% |
| All | +46.3% | +72.0% | -25.7% | +13.6% |
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