+9.5%
LSE vs VOO
+30.6%
-21.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.3% |
| 7D | +6.4% | +2.6% | +3.8% | +4.1% |
| 30D | +5.4% | -2.0% | +7.4% | +7.0% |
| 3M | -6.8% | -2.8% | -4.0% | -4.7% |
| 6M | -1.1% | +2.2% | -3.3% | -2.5% |
| YTD | +9.0% | +11.5% | -2.5% | +0.5% |
| 1Y | -8.9% | +13.5% | -22.4% | -17.5% |
| All | +9.5% | +30.6% | -21.1% | -14.2% |
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 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