+154.2%
LFMD vs VOO
+325.3%
-171.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -1.0% | -0.8% | -0.2% | -0.1% |
| 30D | -7.3% | -1.1% | -6.2% | -6.0% |
| 3M | -37.8% | +3.9% | -41.6% | -40.4% |
| 6M | -24.9% | +13.6% | -38.5% | -35.1% |
| YTD | -10.6% | +12.7% | -23.3% | -21.4% |
| 1Y | -48.2% | +17.6% | -65.8% | -56.3% |
| 3Y | -35.0% | +77.3% | -112.3% | -63.9% |
| 5Y | -57.5% | +84.1% | -141.6% | -76.7% |
| All | +154.2% | +325.3% | -171.1% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling