-35.1%
LFST vs VOO
+95.7%
-130.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +4.1% |
| 7D | +6.1% | -0.7% | +6.8% | +7.2% |
| 30D | +16.3% | -1.1% | +17.3% | +18.0% |
| 3M | +38.5% | -0.3% | +38.8% | +39.0% |
| 6M | +95.5% | +7.4% | +88.1% | +76.1% |
| YTD | +101.8% | +13.4% | +88.5% | +68.8% |
| 1Y | +185.3% | +14.8% | +170.5% | +133.4% |
| 3Y | +132.6% | +83.3% | +49.3% | -11.8% |
| 5Y | +8.5% | +76.1% | -67.6% | -54.6% |
| All | -35.1% | +95.7% | -130.8% | -74.8% |
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