+142.3%
LRNZ vs VOO
+182.2%
-40.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.9% |
| 7D | -0.7% | -0.8% | 0.0% | +0.2% |
| 30D | -4.8% | -1.1% | -3.8% | -3.5% |
| 3M | +4.4% | +3.9% | +0.6% | -0.1% |
| 6M | +44.7% | +13.6% | +31.1% | +24.5% |
| YTD | +28.8% | +12.7% | +16.0% | +12.1% |
| 1Y | +35.7% | +17.6% | +18.1% | +12.5% |
| 3Y | +91.4% | +77.3% | +14.1% | +0.2% |
| 5Y | +25.2% | +84.1% | -58.9% | -34.8% |
| All | +142.3% | +182.2% | -40.0% | -2.7% |
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