-37.9%
LFVN vs VOO
+325.3%
-363.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -3.9% |
| 7D | -1.3% | -0.8% | -0.5% | -0.7% |
| 30D | -4.5% | -1.1% | -3.4% | -3.7% |
| 3M | -34.5% | +3.9% | -38.4% | -37.1% |
| 6M | +18.5% | +13.6% | +4.9% | +5.2% |
| YTD | +2.6% | +12.7% | -10.1% | -8.0% |
| 1Y | -45.7% | +17.6% | -63.3% | -53.1% |
| 3Y | -10.5% | +77.3% | -87.8% | -46.1% |
| 5Y | -4.1% | +84.1% | -88.2% | -44.8% |
| All | -37.9% | +325.3% | -363.2% | -87.1% |
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