-43.9%
LMNX vs VOO
+16.6%
-60.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | -3.0% |
| 7D | +12.6% | +1.1% | +11.5% | +6.1% |
| 30D | -35.1% | +4.1% | -39.1% | -43.7% |
| 3M | -30.6% | +3.0% | -33.6% | -36.2% |
| 6M | -31.1% | +13.0% | -44.1% | -61.6% |
| YTD | -69.2% | +13.7% | -82.9% | -83.0% |
| All | -43.9% | +16.6% | -60.5% | -75.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling