+1,289.4%
LMAT vs VOO
+777.9%
+511.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -0.1% | -2.7% | +2.6% | +2.1% |
| 30D | +2.0% | -5.4% | +7.4% | +6.4% |
| 3M | +0.4% | -4.1% | +4.4% | +3.6% |
| 6M | -26.2% | +0.7% | -27.0% | -26.7% |
| YTD | +0.5% | +8.7% | -8.2% | -5.8% |
| 1Y | -4.5% | +11.0% | -15.5% | -12.0% |
| 3Y | +68.9% | +75.5% | -6.5% | +10.4% |
| 5Y | +55.3% | +68.4% | -13.1% | +4.2% |
| 10Y | +331.7% | +315.7% | +16.0% | +69.3% |
| All | +1,289.4% | +777.9% | +511.5% | +373.5% |
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