+6.4%
LRMR vs VOO
+79.1%
-72.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +7.3% |
| 7D | +3.4% | +0.5% | +2.9% | +2.4% |
| 30D | -2.0% | -0.9% | -1.1% | -0.6% |
| 3M | +31.5% | +3.9% | +27.6% | +22.9% |
| 6M | -21.9% | +14.5% | -36.5% | -38.3% |
| YTD | +7.0% | +13.0% | -6.0% | -12.5% |
| 1Y | +3.7% | +19.4% | -15.7% | -22.3% |
| 3Y | +6.4% | +78.9% | -72.5% | -60.3% |
| All | +6.4% | +79.1% | -72.7% | -60.3% |
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