+74.4%
LKFT vs VOO
+620.7%
-546.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -7.6% | -2.0% | -5.6% | -6.2% |
| 30D | -6.7% | -1.7% | -5.0% | -5.5% |
| 3M | -6.3% | +4.7% | -11.0% | -9.7% |
| 6M | -19.3% | +12.6% | -31.8% | -26.3% |
| YTD | -18.0% | +11.8% | -29.8% | -24.8% |
| 1Y | -17.1% | +17.5% | -34.6% | -26.9% |
| 3Y | -27.6% | +77.0% | -104.6% | -54.3% |
| 5Y | -53.9% | +82.6% | -136.5% | -72.0% |
| 10Y | -51.3% | +320.0% | -371.2% | -84.8% |
| All | +74.4% | +620.7% | -546.3% | -60.0% |
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