+252.8%
LRN vs VOO
+817.1%
-564.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | +2.5% | +0.1% | +2.5% | +2.5% |
| 3M | -17.0% | +2.0% | -19.0% | -18.7% |
| 6M | -2.3% | +13.0% | -15.4% | -11.1% |
| YTD | +30.4% | +13.6% | +16.8% | +18.2% |
| 1Y | -47.8% | +20.1% | -67.9% | -54.7% |
| 3Y | +92.1% | +77.6% | +14.5% | +23.4% |
| 5Y | +148.7% | +82.4% | +66.3% | +54.8% |
| 10Y | +580.2% | +316.8% | +263.3% | +68.1% |
| All | +252.8% | +817.1% | -564.3% | -69.2% |
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 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