-83.3%
LOBO vs VOO
+49.8%
-133.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -11.9% | -1.4% | -10.5% | -11.8% |
| 3M | -24.3% | +3.7% | -28.0% | -24.5% |
| 6M | +6.4% | +13.0% | -6.6% | +5.6% |
| YTD | -5.4% | +12.4% | -17.8% | -6.1% |
| 1Y | -0.9% | +18.6% | -19.5% | -1.0% |
| All | -83.3% | +49.8% | -133.1% | -84.5% |
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