+78.5%
LSAF vs VOO
+75.1%
+3.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.2% |
| 30D | +5.7% | -2.3% | +8.0% | +7.8% |
| 3M | +4.0% | -1.2% | +5.1% | +4.9% |
| 6M | +18.8% | +3.3% | +15.5% | +14.7% |
| YTD | +28.8% | +12.3% | +16.4% | +14.8% |
| 1Y | +30.6% | +12.5% | +18.1% | +16.2% |
| 3Y | +85.1% | +79.2% | +6.0% | +4.8% |
| 5Y | +78.5% | +75.7% | +2.8% | +2.9% |
| All | +78.5% | +75.1% | +3.3% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling