+44.2%
LSEQ vs VOO
+74.2%
-30.1%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | -1.7% | +0.5% | -2.2% | -1.8% |
| 30D | +4.3% | -0.9% | +5.2% | +4.5% |
| 3M | -0.4% | +3.9% | -4.3% | -1.5% |
| 6M | +7.9% | +14.5% | -6.6% | +4.2% |
| YTD | +24.2% | +13.0% | +11.3% | +20.3% |
| 1Y | +25.2% | +19.4% | +5.8% | +19.9% |
| All | +44.2% | +74.2% | -30.1% | +24.4% |
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