+42.1%
LMAT vs VOO
+82.6%
-40.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +2.4% | +0.1% | +2.4% | +2.3% |
| 3M | -13.5% | +2.0% | -15.5% | -15.0% |
| 6M | -23.6% | +13.0% | -36.6% | -30.9% |
| YTD | +0.2% | +13.6% | -13.3% | -9.8% |
| 1Y | -16.1% | +20.1% | -36.1% | -28.0% |
| 3Y | +42.5% | +77.6% | -35.0% | -12.1% |
| All | +42.1% | +82.6% | -40.5% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling