+25.7%
LFMD vs VOO
+800.4%
-774.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.5% | -0.4% | +32.9% | +32.9% |
| 7D | -7.2% | +2.6% | -9.7% | -9.8% |
| 30D | -7.2% | -2.0% | -5.2% | -5.4% |
| 3M | -36.4% | -2.8% | -33.6% | -34.7% |
| 6M | -51.5% | +2.2% | -53.7% | -52.7% |
| YTD | -35.5% | +11.5% | -47.0% | -41.5% |
| 1Y | -52.4% | +13.5% | -65.9% | -57.4% |
| 3Y | -69.0% | +78.1% | -147.1% | -81.1% |
| 5Y | -53.8% | +73.1% | -126.9% | -70.6% |
| 10Y | +69.2% | +310.7% | -241.5% | -40.5% |
| All | +25.7% | +800.4% | -774.7% | -69.3% |
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