-49.9%
LOBO vs VOO
+14.7%
-64.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -1.4% |
| 7D | -2.5% | -0.7% | -1.8% | -1.8% |
| 30D | -18.8% | -1.1% | -17.7% | -17.9% |
| 3M | -40.8% | -0.3% | -40.4% | -40.6% |
| 6M | -33.6% | +7.4% | -41.0% | -36.9% |
| YTD | -30.8% | +13.4% | -44.2% | -38.4% |
| 1Y | -49.9% | +14.8% | -64.7% | -56.6% |
| All | -49.9% | +14.7% | -64.6% | -56.6% |
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