+33.8%
LFSC vs VOO
+13.0%
+20.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.2% |
| 7D | +1.6% | -0.9% | +2.5% | +2.7% |
| 30D | +10.3% | -2.3% | +12.7% | +13.5% |
| 3M | -0.9% | -1.2% | +0.3% | +0.5% |
| 6M | +20.7% | +3.3% | +17.3% | +15.6% |
| YTD | +26.7% | +12.3% | +14.3% | +7.0% |
| 1Y | +33.8% | +12.5% | +21.3% | +13.0% |
| All | +33.8% | +13.0% | +20.8% | +13.0% |
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