-98.4%
LRMR vs VOO
+383.1%
-481.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -6.6% | +0.1% | -6.6% | -6.7% |
| 3M | +16.4% | +2.0% | +14.4% | +14.3% |
| 6M | -29.7% | +13.0% | -42.8% | -37.1% |
| YTD | +0.5% | +13.6% | -13.1% | -9.9% |
| 1Y | -1.0% | +20.1% | -21.1% | -15.3% |
| 3Y | 0.0% | +77.6% | -77.6% | -36.0% |
| 5Y | -74.1% | +82.4% | -156.5% | -84.0% |
| 10Y | -89.2% | +316.8% | -406.0% | -97.3% |
| All | -98.4% | +383.1% | -481.5% | -99.6% |
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