-31.1%
LOBO vs VOO
+3.7%
-34.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | -0.6% |
| 7D | -9.0% | -0.9% | -8.0% | -7.6% |
| 30D | -14.8% | -2.3% | -12.4% | -11.6% |
| 3M | -44.9% | -1.2% | -43.7% | -44.0% |
| 6M | -31.1% | +3.3% | -34.4% | -32.1% |
| All | -31.1% | +3.7% | -34.8% | -32.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling