-31.5%
LFS vs VOO
+14.7%
-46.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -3.2% | +0.5% | -3.7% | -3.5% |
| 30D | -8.2% | -0.9% | -7.3% | -7.5% |
| 3M | +8.1% | +3.9% | +4.2% | +4.9% |
| 6M | -9.4% | +14.5% | -23.9% | -14.2% |
| YTD | -23.1% | +13.0% | -36.1% | -23.9% |
| All | -31.5% | +14.7% | -46.2% | -10.6% |
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 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