+73.4%
LFUS vs VOO
+77.0%
-3.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.5% |
| 7D | +2.8% | -0.4% | +3.2% | +3.3% |
| 30D | -7.1% | -1.4% | -5.7% | -5.1% |
| 3M | -7.3% | +3.7% | -11.0% | -12.2% |
| 6M | +38.0% | +13.0% | +24.9% | +14.9% |
| YTD | +67.8% | +12.4% | +55.4% | +41.2% |
| 1Y | +63.1% | +18.6% | +44.5% | +26.9% |
| All | +73.4% | +77.0% | -3.6% | -19.3% |
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