+110.4%
LOB vs VOO
+309.6%
-199.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +2.0% |
| 7D | +3.6% | +2.6% | +1.0% | +0.1% |
| 30D | +2.1% | -2.0% | +4.1% | +4.6% |
| 3M | -18.9% | -2.8% | -16.1% | -16.0% |
| 6M | -1.5% | +2.2% | -3.7% | -5.2% |
| YTD | +2.5% | +11.5% | -9.0% | -12.2% |
| 1Y | +12.7% | +13.5% | -0.8% | -5.8% |
| 3Y | +18.5% | +78.1% | -59.6% | -45.9% |
| 5Y | -61.7% | +73.1% | -134.8% | -81.2% |
| All | +110.4% | +309.6% | -199.2% | -61.9% |
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 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