+13.3%
LEMB vs VOO
+726.0%
-712.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +2.7% | +2.0% | +0.7% | +2.1% |
| 6M | +3.1% | +13.0% | -9.9% | -0.2% |
| YTD | +4.2% | +13.6% | -9.4% | +0.7% |
| 1Y | +9.3% | +20.1% | -10.8% | +4.1% |
| 3Y | +24.7% | +77.6% | -52.9% | +6.4% |
| 5Y | +7.8% | +82.4% | -74.6% | -9.5% |
| 10Y | +16.5% | +316.8% | -300.4% | -24.1% |
| All | +13.3% | +726.0% | -712.8% | -36.1% |
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