+1,124.3%
LFUS vs VOO
+817.1%
+307.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.6% |
| 7D | +3.4% | +0.1% | +3.3% | +3.2% |
| 30D | -9.0% | +0.1% | -9.0% | -9.0% |
| 3M | -12.6% | +2.0% | -14.6% | -14.5% |
| 6M | +24.5% | +13.0% | +11.4% | +7.4% |
| YTD | +66.7% | +13.6% | +53.1% | +43.1% |
| 1Y | +62.9% | +20.1% | +42.8% | +30.8% |
| 3Y | +61.6% | +77.6% | -15.9% | -17.9% |
| 5Y | +56.7% | +82.4% | -25.7% | -22.5% |
| 10Y | +260.6% | +316.8% | -56.3% | -34.1% |
| All | +1,124.3% | +817.1% | +307.2% | -20.9% |
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