+265.0%
LFUS vs VOO
+321.7%
-56.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.3% |
| 7D | -0.2% | -2.0% | +1.8% | +2.4% |
| 30D | -8.7% | -1.7% | -7.1% | -6.8% |
| 3M | -5.7% | +4.7% | -10.5% | -11.0% |
| 6M | +28.1% | +12.6% | +15.6% | +10.9% |
| YTD | +64.4% | +11.8% | +52.6% | +44.0% |
| 1Y | +58.0% | +17.5% | +40.5% | +30.2% |
| 3Y | +68.8% | +77.0% | -8.2% | -13.8% |
| 5Y | +59.3% | +82.6% | -23.3% | -21.2% |
| All | +265.0% | +321.7% | -56.7% | -37.0% |
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 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