+270.1%
LMAT vs VOO
+311.2%
-41.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.8% |
| 7D | -7.0% | +3.3% | -10.3% | -9.7% |
| 30D | -4.8% | -2.7% | -2.1% | -2.4% |
| 3M | -5.2% | -1.7% | -3.4% | -3.7% |
| 6M | -19.7% | +3.1% | -22.8% | -22.0% |
| YTD | -3.5% | +11.9% | -15.5% | -13.2% |
| 1Y | -12.8% | +12.1% | -24.9% | -21.7% |
| 3Y | +64.4% | +78.6% | -14.1% | -4.2% |
| 5Y | +49.6% | +73.8% | -24.2% | -11.0% |
| All | +270.1% | +311.2% | -41.1% | -4.8% |
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