+12.5%
LMNR vs VOO
+812.0%
-799.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.8% |
| 7D | +5.8% | +0.5% | +5.2% | +5.3% |
| 30D | +8.4% | -0.9% | +9.4% | +9.3% |
| 3M | +26.5% | +3.9% | +22.6% | +21.5% |
| 6M | +7.2% | +14.5% | -7.3% | -6.4% |
| YTD | +19.0% | +13.0% | +6.1% | +5.2% |
| 1Y | -3.3% | +19.4% | -22.8% | -19.2% |
| 3Y | +8.2% | +78.9% | -70.7% | -38.8% |
| 5Y | +3.6% | +82.3% | -78.6% | -44.6% |
| 10Y | -2.0% | +314.2% | -316.2% | -80.6% |
| All | +12.5% | +812.0% | -799.5% | -93.9% |
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 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