+8.8%
LMTL vs VOO
+18.2%
-9.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.4% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | -25.7% | -1.1% | -24.6% | -25.6% |
| 3M | -12.5% | +3.9% | -16.4% | -13.1% |
| 6M | -39.6% | +13.6% | -53.2% | -42.8% |
| YTD | +5.6% | +12.7% | -7.1% | +0.5% |
| 1Y | +8.8% | +17.6% | -8.7% | -0.2% |
| All | +8.8% | +18.2% | -9.4% | -0.2% |
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