+622.3%
LMB vs VOO
+67.9%
+554.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.3% |
| 7D | +10.4% | -2.7% | +13.1% | +14.8% |
| 30D | +4.9% | -5.4% | +10.2% | +13.0% |
| 3M | +11.5% | -4.1% | +15.6% | +18.1% |
| 6M | -30.6% | +0.7% | -31.3% | -30.5% |
| YTD | -31.3% | +8.7% | -40.1% | -37.7% |
| 1Y | -35.2% | +11.0% | -46.2% | -42.6% |
| 3Y | +76.5% | +75.5% | +1.1% | -4.5% |
| All | +622.3% | +67.9% | +554.4% | +287.7% |
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