-36.9%
LFMD vs VOO
+77.0%
-113.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.5% |
| 7D | -3.6% | -0.4% | -3.2% | -3.0% |
| 30D | -18.2% | -1.4% | -16.9% | -16.2% |
| 3M | -38.6% | +3.7% | -42.3% | -42.3% |
| 6M | -5.1% | +13.0% | -18.2% | -22.5% |
| YTD | -13.2% | +12.4% | -25.6% | -27.6% |
| 1Y | -51.3% | +18.6% | -69.9% | -62.3% |
| All | -36.9% | +77.0% | -113.9% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling