+174.8%
LSBK vs VOO
+75.5%
+99.3%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +1.3% | -2.7% | +4.1% | +2.1% |
| 30D | +5.5% | -5.4% | +10.9% | +7.1% |
| 3M | +10.4% | -4.1% | +14.5% | +11.7% |
| 6M | +20.1% | +0.7% | +19.3% | +19.5% |
| YTD | +31.4% | +8.7% | +22.7% | +27.6% |
| 1Y | +39.3% | +11.0% | +28.3% | +34.3% |
| 3Y | +174.8% | +75.5% | +99.3% | +117.3% |
| All | +174.8% | +75.5% | +99.3% | +117.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling