+153.5%
LSBK vs VOO
+315.3%
-161.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.4% |
| 7D | +7.9% | -0.4% | +8.3% | +8.0% |
| 30D | +9.0% | -1.4% | +10.4% | +9.4% |
| 3M | +15.8% | +3.7% | +12.1% | +14.6% |
| 6M | +22.0% | +13.0% | +9.0% | +17.9% |
| YTD | +29.0% | +12.4% | +16.5% | +24.8% |
| 1Y | +46.2% | +18.6% | +27.6% | +39.3% |
| 3Y | +160.7% | +78.1% | +82.7% | +122.4% |
| 5Y | +93.7% | +82.3% | +11.4% | +63.1% |
| 10Y | +153.5% | +322.5% | -169.0% | +74.3% |
| All | +153.5% | +315.3% | -161.8% | +74.3% |
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 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