+601.2%
LKFN vs VOO
+817.1%
-215.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -3.8% | +0.1% | -3.9% | -3.9% |
| 3M | +3.0% | +2.0% | +1.0% | +0.7% |
| 6M | +4.8% | +13.0% | -8.2% | -6.7% |
| YTD | +8.9% | +13.6% | -4.7% | -3.5% |
| 1Y | -6.7% | +20.1% | -26.8% | -21.6% |
| 3Y | +26.6% | +77.6% | -51.0% | -25.6% |
| 5Y | +4.4% | +82.4% | -78.1% | -41.7% |
| 10Y | +118.2% | +316.8% | -198.7% | -48.6% |
| All | +601.2% | +817.1% | -215.8% | -33.6% |
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 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