-30.2%
LOB vs VOO
+81.6%
-111.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.5% |
| 7D | -1.5% | -0.4% | -1.2% | -1.0% |
| 30D | -7.8% | -1.4% | -6.4% | -6.0% |
| 3M | +0.8% | +3.7% | -2.9% | -5.0% |
| 6M | +16.6% | +13.0% | +3.6% | -3.4% |
| YTD | +13.5% | +12.4% | +1.1% | -5.0% |
| 1Y | +6.3% | +18.6% | -12.3% | -18.1% |
| 3Y | +26.7% | +78.1% | -51.3% | -47.6% |
| 5Y | -30.2% | +82.3% | -112.5% | -69.8% |
| All | -30.2% | +81.6% | -111.8% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling