+86.2%
LRN vs VOO
+79.1%
+7.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | -5.9% | +0.5% | -6.4% | -6.0% |
| 30D | -0.4% | -0.9% | +0.5% | -0.1% |
| 3M | -15.1% | +3.9% | -19.0% | -16.5% |
| 6M | -5.4% | +14.5% | -19.9% | -11.1% |
| YTD | +26.5% | +13.0% | +13.6% | +19.6% |
| 1Y | -50.0% | +19.4% | -69.5% | -54.0% |
| 3Y | +86.2% | +78.9% | +7.4% | +63.9% |
| All | +86.2% | +79.1% | +7.1% | +63.9% |
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