-27.8%
LOMA vs VOO
+238.2%
-266.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -0.5% | -2.0% | +1.5% | +1.6% |
| 30D | +1.7% | -1.7% | +3.4% | +3.4% |
| 3M | -11.2% | +4.7% | -15.9% | -15.5% |
| 6M | -4.2% | +12.6% | -16.7% | -15.2% |
| YTD | -22.1% | +11.8% | -33.8% | -30.4% |
| 1Y | +25.3% | +17.5% | +7.8% | +7.1% |
| 3Y | +71.0% | +77.0% | -6.0% | -1.5% |
| 5Y | +102.8% | +82.6% | +20.3% | +11.9% |
| All | -27.8% | +238.2% | -266.0% | -79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling