+26.4%
LRMR vs VOO
+78.5%
-52.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.2% | +12.5% |
| 7D | +26.4% | +2.6% | +23.8% | +20.9% |
| 30D | +44.5% | -2.0% | +46.5% | +51.5% |
| 3M | -29.3% | -2.8% | -26.5% | -25.1% |
| 6M | -26.3% | +2.2% | -28.5% | -28.3% |
| YTD | -20.7% | +11.5% | -32.3% | -33.1% |
| 1Y | -8.2% | +13.5% | -21.7% | -24.6% |
| 3Y | +26.4% | +78.1% | -51.7% | -47.2% |
| All | +26.4% | +78.5% | -52.1% | -47.2% |
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