-59.2%
LSAK vs VOO
+812.0%
-871.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +1.1% | +0.5% | +0.6% | +0.8% |
| 30D | -7.6% | -0.9% | -6.6% | -7.0% |
| 3M | -6.0% | +3.9% | -9.9% | -8.3% |
| 6M | -3.0% | +14.5% | -17.5% | -11.0% |
| YTD | -5.2% | +13.0% | -18.2% | -12.3% |
| 1Y | -0.4% | +19.4% | -19.9% | -11.3% |
| 3Y | +18.9% | +78.9% | -59.9% | -21.0% |
| 5Y | -2.8% | +82.3% | -85.1% | -36.7% |
| 10Y | -54.1% | +314.2% | -368.3% | -84.0% |
| All | -59.2% | +812.0% | -871.2% | -91.6% |
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