-98.1%
LHSW vs VOO
+42.6%
-140.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -0.6% | -70.1% | -69.1% |
| 7D | -54.2% | +0.5% | -54.7% | -52.8% |
| 30D | -55.4% | -0.9% | -54.5% | -51.9% |
| 3M | -40.6% | +3.9% | -44.5% | -41.4% |
| 6M | -49.1% | +14.5% | -63.6% | -56.4% |
| YTD | -83.9% | +13.0% | -96.8% | -85.7% |
| 1Y | -96.1% | +19.4% | -115.5% | -96.9% |
| All | -98.1% | +42.6% | -140.7% | -99.0% |
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