+540.9%
LRN vs VOO
+315.3%
+225.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | -4.0% | -0.4% | -3.6% | -3.8% |
| 30D | +1.8% | -1.4% | +3.2% | +2.4% |
| 3M | -15.9% | +3.7% | -19.6% | -17.5% |
| 6M | -4.2% | +13.0% | -17.3% | -9.5% |
| YTD | +25.8% | +12.4% | +13.4% | +19.1% |
| 1Y | -50.8% | +18.6% | -69.4% | -54.6% |
| 3Y | +85.2% | +78.1% | +7.2% | +42.9% |
| 5Y | +141.2% | +82.3% | +58.9% | +83.1% |
| 10Y | +540.9% | +322.5% | +218.3% | +153.0% |
| All | +540.9% | +315.3% | +225.5% | +153.0% |
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