+427.6%
LMB vs VOO
+393.4%
+34.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +20.6% | +0.1% | +20.5% | +20.5% |
| 30D | +0.3% | +0.1% | +0.2% | +0.2% |
| 3M | -40.9% | +2.0% | -42.9% | -41.5% |
| 6M | -42.7% | +13.0% | -55.8% | -47.4% |
| YTD | -36.0% | +13.6% | -49.5% | -41.3% |
| 1Y | -55.6% | +20.1% | -75.7% | -60.7% |
| 3Y | +35.7% | +77.6% | -41.9% | -3.5% |
| 5Y | +574.7% | +82.4% | +492.3% | +370.7% |
| 10Y | +337.4% | +316.8% | +20.5% | +148.9% |
| All | +427.6% | +393.4% | +34.2% | +200.0% |
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