+678.9%
LYB vs VOO
+810.0%
-131.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -2.0% |
| 7D | +0.3% | -0.8% | +1.0% | +1.2% |
| 30D | +2.5% | -1.1% | +3.5% | +3.6% |
| 3M | +1.4% | +3.9% | -2.5% | -4.2% |
| 6M | -3.5% | +13.6% | -17.1% | -20.3% |
| YTD | +52.0% | +12.7% | +39.3% | +26.7% |
| 1Y | +22.1% | +17.6% | +4.5% | -3.7% |
| 3Y | -22.8% | +77.3% | -100.1% | -65.0% |
| 5Y | -3.4% | +84.1% | -87.5% | -59.7% |
| 10Y | +47.4% | +323.5% | -276.2% | -81.6% |
| All | +678.9% | +810.0% | -131.2% | -69.0% |
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 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