-29.3%
LMRI vs VOO
+13.2%
-42.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | +1.6% | +15.1% | +14.1% |
| 7D | +12.7% | -0.7% | +13.5% | +14.1% |
| 30D | +21.6% | -1.1% | +22.7% | +23.6% |
| 3M | +15.4% | -0.3% | +15.8% | +16.1% |
| 6M | +28.6% | +7.4% | +21.2% | +8.3% |
| YTD | -29.2% | +13.4% | -42.5% | -48.9% |
| All | -29.3% | +13.2% | -42.4% | -48.7% |
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 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