-87.0%
LHSW vs VOO
+21.4%
-108.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.5% | +1.0% | +16.5% | +13.7% |
| 7D | +10.9% | +0.3% | +10.7% | +11.4% |
| 30D | +69.6% | +0.2% | +69.4% | +71.1% |
| 3M | +47.3% | +2.8% | +44.5% | +41.5% |
| 6M | +70.3% | +14.3% | +56.0% | +45.9% |
| YTD | -46.7% | +14.0% | -60.7% | -53.8% |
| All | -87.0% | +21.4% | -108.3% | -89.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling