+622.3%
LKFN vs VOO
+803.9%
-181.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | +0.8% | +3.3% | -2.5% | -2.1% |
| 30D | +9.7% | -2.7% | +12.4% | +12.2% |
| 3M | +0.2% | -1.7% | +2.0% | +1.6% |
| 6M | +5.2% | +3.1% | +2.1% | +1.7% |
| YTD | +12.2% | +11.9% | +0.3% | +0.5% |
| 1Y | +9.8% | +12.1% | -2.3% | -1.9% |
| 3Y | +33.1% | +78.6% | -45.5% | -22.3% |
| 5Y | -2.5% | +73.8% | -76.3% | -42.9% |
| 10Y | +90.5% | +312.3% | -221.8% | -54.9% |
| All | +622.3% | +803.9% | -181.6% | -30.8% |
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