+140.6%
LSBK vs VOO
+317.9%
-177.3%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.7% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +2.7% | -3.3% | +6.0% | +3.5% |
| 3M | +9.9% | -2.4% | +12.3% | +10.5% |
| 6M | +18.5% | +2.6% | +15.9% | +17.5% |
| YTD | +30.0% | +11.3% | +18.7% | +26.0% |
| 1Y | +33.8% | +13.4% | +20.4% | +29.0% |
| 3Y | +175.7% | +80.3% | +95.4% | +134.4% |
| 5Y | +93.1% | +72.7% | +20.4% | +65.4% |
| 10Y | +140.6% | +310.0% | -169.4% | +80.9% |
| All | +140.6% | +317.9% | -177.3% | +80.9% |
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