+151.3%
LSAF vs VOO
+193.0%
-41.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +2.0% | +2.6% | -0.6% | -0.6% |
| 30D | +5.0% | -2.0% | +7.0% | +6.9% |
| 3M | +2.9% | -2.8% | +5.7% | +5.6% |
| 6M | +19.7% | +2.2% | +17.5% | +16.6% |
| YTD | +28.3% | +11.5% | +16.8% | +14.4% |
| 1Y | +31.2% | +13.5% | +17.7% | +14.9% |
| 3Y | +84.8% | +78.1% | +6.8% | +2.0% |
| 5Y | +76.8% | +73.1% | +3.6% | +0.3% |
| All | +151.3% | +193.0% | -41.7% | -17.9% |
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