-99.3%
LHSW vs VOO
+42.3%
-141.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.8% | +0.8% | -26.7% | -28.3% |
| 7D | -89.3% | -0.8% | -88.5% | -88.6% |
| 30D | -84.4% | -1.1% | -83.3% | -83.0% |
| 3M | -81.4% | +3.9% | -85.3% | -81.4% |
| 6M | -83.7% | +13.6% | -97.3% | -85.7% |
| YTD | -94.1% | +12.7% | -106.8% | -94.7% |
| 1Y | -98.7% | +17.6% | -116.2% | -98.9% |
| All | -99.3% | +42.3% | -141.6% | -99.6% |
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