+289.0%
LMB vs VOO
+317.9%
-28.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.3% | +4.4% | +4.8% |
| 7D | +21.6% | +0.1% | +21.5% | +22.0% |
| 30D | +11.3% | -3.3% | +14.6% | +15.0% |
| 3M | +17.2% | -2.4% | +19.6% | +20.1% |
| 6M | -20.4% | +2.6% | -23.0% | -21.4% |
| YTD | -26.7% | +11.3% | -38.0% | -32.3% |
| 1Y | -27.1% | +13.4% | -40.6% | -33.6% |
| 3Y | +61.7% | +80.3% | -18.6% | +8.3% |
| 5Y | +643.1% | +72.7% | +570.4% | +407.0% |
| 10Y | +289.0% | +310.0% | -21.0% | +75.3% |
| All | +289.0% | +317.9% | -28.9% | +75.3% |
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