+61.9%
LMAT vs VOO
+78.5%
-16.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -3.2% | +2.6% | -5.8% | -5.1% |
| 30D | -5.2% | -2.0% | -3.3% | -3.7% |
| 3M | -4.2% | -2.8% | -1.4% | -2.1% |
| 6M | -19.8% | +2.2% | -22.0% | -21.2% |
| YTD | -2.7% | +11.5% | -14.2% | -11.0% |
| 1Y | -11.8% | +13.5% | -25.3% | -20.5% |
| 3Y | +61.9% | +78.1% | -16.2% | -14.0% |
| All | +61.9% | +78.5% | -16.6% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling