-50.8%
LFMD vs VOO
+72.6%
-123.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.5% | -0.4% | +32.9% | +33.1% |
| 7D | -7.2% | +2.6% | -9.7% | -11.1% |
| 30D | -7.2% | -2.0% | -5.2% | -4.6% |
| 3M | -36.4% | -2.8% | -33.6% | -33.9% |
| 6M | -51.5% | +2.2% | -53.7% | -53.4% |
| YTD | -35.5% | +11.5% | -47.0% | -44.9% |
| 1Y | -52.4% | +13.5% | -65.9% | -60.2% |
| 3Y | -69.0% | +78.1% | -147.1% | -85.7% |
| All | -50.8% | +72.6% | -123.4% | -74.0% |
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