-5.5%
LSE vs VOO
+17.3%
-22.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -8.6% | -2.0% | -6.6% | -7.5% |
| 30D | +6.2% | -1.7% | +7.9% | +7.3% |
| 3M | +25.5% | +4.7% | +20.8% | +23.1% |
| 6M | +8.3% | +12.6% | -4.3% | +9.6% |
| YTD | +16.9% | +11.8% | +5.2% | +19.2% |
| 1Y | -5.5% | +17.5% | -23.1% | -6.2% |
| All | -5.5% | +17.3% | -22.8% | -6.2% |
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