-89.5%
LRMR vs VOO
+325.3%
-414.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.1% |
| 7D | +2.3% | -0.8% | +3.1% | +3.0% |
| 30D | -10.3% | -1.1% | -9.2% | -9.5% |
| 3M | +8.9% | +3.9% | +5.0% | +5.5% |
| 6M | -27.7% | +13.6% | -41.3% | -34.9% |
| YTD | +2.9% | +12.7% | -9.8% | -6.2% |
| 1Y | -6.0% | +17.6% | -23.6% | -16.9% |
| 3Y | +2.6% | +77.3% | -74.7% | -30.2% |
| 5Y | -71.1% | +84.1% | -155.2% | -81.0% |
| All | -89.5% | +325.3% | -414.8% | -97.1% |
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 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