-61.4%
LFCR vs VOO
+80.3%
-141.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | -6.0% | -2.0% | -4.0% | -3.8% |
| 30D | -15.3% | -1.7% | -13.7% | -13.8% |
| 3M | -28.1% | +4.7% | -32.9% | -32.0% |
| 6M | -40.7% | +12.6% | -53.3% | -48.4% |
| YTD | -50.0% | +11.8% | -61.8% | -56.2% |
| 1Y | -41.7% | +17.5% | -59.2% | -51.7% |
| 3Y | -45.4% | +77.0% | -122.4% | -68.9% |
| 5Y | -61.4% | +82.6% | -144.0% | -79.6% |
| All | -61.4% | +80.3% | -141.7% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling