+174.2%
LOB vs VOO
+321.7%
-147.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.5% |
| 7D | -1.0% | -2.0% | +1.0% | +1.7% |
| 30D | -8.4% | -1.7% | -6.7% | -6.3% |
| 3M | +2.6% | +4.7% | -2.2% | -4.2% |
| 6M | +17.5% | +12.6% | +4.9% | -0.6% |
| YTD | +14.3% | +11.8% | +2.5% | -2.1% |
| 1Y | +7.0% | +17.5% | -10.5% | -14.6% |
| 3Y | +27.6% | +77.0% | -49.4% | -41.0% |
| 5Y | -29.8% | +82.6% | -112.3% | -67.6% |
| All | +174.2% | +321.7% | -147.5% | -49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling