+380.0%
LSBK vs VOO
+777.9%
-397.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +1.3% | -2.7% | +4.1% | +1.8% |
| 30D | +5.5% | -5.4% | +10.9% | +6.6% |
| 3M | +10.4% | -4.1% | +14.5% | +11.2% |
| 6M | +20.1% | +0.7% | +19.3% | +19.8% |
| YTD | +31.4% | +8.7% | +22.7% | +29.2% |
| 1Y | +39.3% | +11.0% | +28.3% | +36.4% |
| 3Y | +174.8% | +75.5% | +99.3% | +147.7% |
| 5Y | +94.8% | +68.4% | +26.4% | +76.0% |
| 10Y | +144.3% | +315.7% | -171.4% | +95.6% |
| All | +380.0% | +777.9% | -397.9% | +333.7% |
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