-55.7%
LSAK vs VOO
+325.3%
-381.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.4% |
| 7D | -5.5% | -0.8% | -4.8% | -5.1% |
| 30D | -10.3% | -1.1% | -9.2% | -9.7% |
| 3M | -9.0% | +3.9% | -12.8% | -11.0% |
| 6M | -8.0% | +13.6% | -21.6% | -14.7% |
| YTD | -10.5% | +12.7% | -23.2% | -16.6% |
| 1Y | +0.5% | +17.6% | -17.1% | -9.0% |
| 3Y | +8.7% | +77.3% | -68.7% | -25.9% |
| 5Y | -7.8% | +84.1% | -91.9% | -39.0% |
| All | -55.7% | +325.3% | -381.0% | -85.4% |
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