+281.2%
LMAT vs VOO
+317.9%
-36.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -1.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +0.6% | -3.3% | +3.9% | +3.7% |
| 3M | -0.1% | -2.4% | +2.3% | +2.1% |
| 6M | -24.4% | +2.6% | -27.0% | -26.3% |
| YTD | +0.9% | +11.3% | -10.4% | -8.8% |
| 1Y | -5.6% | +13.4% | -19.0% | -16.1% |
| 3Y | +70.9% | +80.3% | -9.4% | -1.3% |
| 5Y | +58.1% | +72.7% | -14.6% | -5.4% |
| 10Y | +281.2% | +310.0% | -28.8% | -0.2% |
| All | +281.2% | +317.9% | -36.7% | -0.2% |
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