-39.5%
LFS vs VOO
+10.4%
-50.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -9.6% | -2.7% | -6.9% | -7.3% |
| 30D | -22.2% | -5.4% | -16.8% | -18.2% |
| 3M | -23.3% | -4.1% | -19.2% | -20.2% |
| 6M | -17.2% | +0.7% | -17.9% | -16.4% |
| YTD | -32.1% | +8.7% | -40.9% | -30.3% |
| 1Y | -5.5% | +11.0% | -16.4% | +26.0% |
| All | -39.5% | +10.4% | -50.0% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling