+73.3%
LSAF vs VOO
+81.6%
-8.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | -2.5% | -0.4% | -2.2% | -2.2% |
| 30D | -2.5% | -1.4% | -1.2% | -1.2% |
| 3M | +6.6% | +3.7% | +2.9% | +2.8% |
| 6M | +17.5% | +13.0% | +4.4% | +4.3% |
| YTD | +21.1% | +12.4% | +8.6% | +8.0% |
| 1Y | +24.2% | +18.6% | +5.6% | +5.3% |
| 3Y | +71.2% | +78.1% | -6.9% | -2.3% |
| 5Y | +73.3% | +82.3% | -9.0% | -3.3% |
| All | +73.3% | +81.6% | -8.3% | -3.3% |
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