+41.0%
LSBK vs VOO
+19.5%
+21.5%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +3.6% |
| 7D | +4.3% | +0.5% | +3.8% | +4.3% |
| 30D | +5.6% | -0.9% | +6.5% | +5.7% |
| 3M | +14.2% | +3.9% | +10.3% | +13.6% |
| 6M | +17.0% | +14.5% | +2.5% | +14.2% |
| YTD | +24.9% | +13.0% | +11.9% | +22.1% |
| 1Y | +41.0% | +19.4% | +21.5% | +36.9% |
| All | +41.0% | +19.5% | +21.5% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling