-8.4%
LMNR vs VOO
+82.8%
-91.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.4% |
| 7D | -12.9% | -0.8% | -12.2% | -12.6% |
| 30D | -5.6% | -1.1% | -4.6% | -5.1% |
| 3M | +0.3% | +3.9% | -3.6% | -1.9% |
| 6M | -4.7% | +13.6% | -18.4% | -11.7% |
| YTD | +3.3% | +12.7% | -9.4% | -3.8% |
| 1Y | -14.8% | +17.6% | -32.4% | -22.7% |
| 3Y | -6.6% | +77.3% | -83.9% | -30.6% |
| All | -8.4% | +82.8% | -91.2% | -32.5% |
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 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