+241.2%
LCNB vs VOO
+817.1%
-575.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.5% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +0.4% | +0.1% | +0.3% | +0.3% |
| 3M | +19.6% | +2.0% | +17.6% | +17.7% |
| 6M | +14.3% | +13.0% | +1.3% | +5.3% |
| YTD | +23.7% | +13.6% | +10.1% | +13.6% |
| 1Y | +28.5% | +20.1% | +8.4% | +13.8% |
| 3Y | +53.7% | +77.6% | -23.8% | +6.4% |
| 5Y | +45.8% | +82.4% | -36.6% | -2.5% |
| 10Y | +72.8% | +316.8% | -244.1% | -21.2% |
| All | +241.2% | +817.1% | -575.9% | +60.4% |
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 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