+277.7%
LMB vs VOO
+311.2%
-33.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | +3.9% | +3.3% | +0.7% | +1.3% |
| 30D | +10.5% | -2.7% | +13.2% | +13.5% |
| 3M | +26.0% | -1.7% | +27.8% | +28.5% |
| 6M | -21.7% | +3.1% | -24.8% | -22.9% |
| YTD | -27.2% | +11.9% | -39.2% | -33.1% |
| 1Y | -27.9% | +12.1% | -40.0% | -33.7% |
| 3Y | +56.2% | +78.6% | -22.4% | +5.1% |
| 5Y | +621.7% | +73.8% | +547.9% | +390.0% |
| All | +277.7% | +311.2% | -33.5% | +66.9% |
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 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