-82.9%
LOBO vs VOO
+50.5%
-133.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | +2.0% | +0.5% | +1.5% | +2.0% |
| 30D | -13.4% | -0.9% | -12.5% | -13.4% |
| 3M | -22.5% | +3.9% | -26.4% | -22.7% |
| 6M | +9.6% | +14.5% | -5.0% | +8.7% |
| YTD | -3.1% | +13.0% | -16.1% | -3.9% |
| 1Y | +7.0% | +19.4% | -12.4% | +6.8% |
| All | -82.9% | +50.5% | -133.4% | -84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling