+340.4%
LSBK vs VOO
+817.1%
-476.7%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +1.8% | +0.1% | +1.8% | +1.8% |
| 3M | +11.4% | +2.0% | +9.3% | +10.9% |
| 6M | +13.1% | +13.0% | +0.1% | +10.5% |
| YTD | +20.6% | +13.6% | +7.0% | +17.6% |
| 1Y | +34.3% | +20.1% | +14.2% | +29.6% |
| 3Y | +146.6% | +77.6% | +69.0% | +121.6% |
| 5Y | +82.7% | +82.4% | +0.2% | +62.7% |
| 10Y | +132.6% | +316.8% | -184.2% | +84.8% |
| All | +340.4% | +817.1% | -476.7% | +295.0% |
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