+16.7%
LFCR vs VOO
+800.4%
-783.7%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +0.9% | +2.6% | -1.6% | -1.4% |
| 30D | 0.0% | -2.0% | +2.0% | +1.6% |
| 3M | +35.7% | -2.8% | +38.5% | +38.5% |
| 6M | +42.7% | +2.2% | +40.5% | +38.9% |
| YTD | -21.5% | +11.5% | -33.0% | -29.6% |
| 1Y | -18.6% | +13.5% | -32.1% | -28.2% |
| 3Y | -10.1% | +78.1% | -88.2% | -44.5% |
| 5Y | -32.5% | +73.1% | -105.6% | -57.2% |
| 10Y | -55.4% | +310.7% | -366.2% | -88.0% |
| All | +16.7% | +800.4% | -783.7% | -90.2% |
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