-47.0%
LFCR vs VOO
+18.2%
-65.2%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -6.4% | -0.8% | -5.6% | -5.7% |
| 30D | -13.6% | -1.1% | -12.6% | -12.8% |
| 3M | -27.1% | +3.9% | -31.0% | -29.7% |
| 6M | -39.5% | +13.6% | -53.1% | -46.4% |
| YTD | -49.6% | +12.7% | -62.3% | -55.1% |
| 1Y | -47.0% | +17.6% | -64.6% | -59.1% |
| All | -47.0% | +18.2% | -65.2% | -59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling