+76.6%
LFMD vs VOO
+812.0%
-735.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -0.3% | +0.5% | -0.9% | -0.9% |
| 30D | -13.2% | -0.9% | -12.3% | -12.3% |
| 3M | -38.4% | +3.9% | -42.3% | -40.8% |
| 6M | +3.0% | +14.5% | -11.5% | -9.6% |
| YTD | -9.4% | +13.0% | -22.3% | -18.8% |
| 1Y | -49.8% | +19.4% | -69.2% | -57.1% |
| 3Y | -29.3% | +78.9% | -108.2% | -57.1% |
| 5Y | -56.3% | +82.3% | -138.6% | -73.3% |
| 10Y | +128.9% | +314.2% | -185.3% | -20.1% |
| All | +76.6% | +812.0% | -735.4% | -57.4% |
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 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