+128.8%
LFST vs VOO
+75.0%
+53.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.4% | -1.1% | -1.8% |
| 7D | -1.5% | -4.7% | +3.2% | +2.7% |
| 30D | +10.8% | -5.9% | +16.7% | +16.7% |
| 3M | +29.5% | -4.5% | +34.0% | +34.7% |
| 6M | +83.0% | +1.9% | +81.1% | +79.6% |
| YTD | +90.8% | +8.4% | +82.4% | +77.5% |
| 1Y | +179.2% | +9.5% | +169.8% | +157.2% |
| All | +128.8% | +75.0% | +53.8% | +9.3% |
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