+65.0%
LOMA vs VOO
+77.4%
-12.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -4.4% |
| 7D | -5.1% | -0.8% | -4.3% | -4.2% |
| 30D | +0.7% | -1.1% | +1.8% | +2.0% |
| 3M | -22.6% | +3.9% | -26.4% | -26.7% |
| 6M | -8.3% | +13.6% | -21.9% | -22.5% |
| YTD | -24.7% | +12.7% | -37.4% | -35.6% |
| 1Y | +23.4% | +17.6% | +5.8% | +1.1% |
| 3Y | +65.0% | +77.3% | -12.3% | -12.9% |
| All | +65.0% | +77.4% | -12.4% | -12.9% |
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