-94.0%
LSF vs VOO
+146.8%
-240.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | -3.6% | -0.6% | -3.0% | -2.9% |
| 30D | -16.8% | -3.6% | -13.1% | -13.3% |
| 3M | -44.4% | -2.7% | -41.7% | -42.8% |
| 6M | -20.3% | +2.2% | -22.6% | -22.1% |
| YTD | +9.5% | +10.9% | -1.4% | -1.3% |
| 1Y | -41.9% | +11.3% | -53.2% | -47.7% |
| 3Y | +179.0% | +76.9% | +102.1% | +61.2% |
| 5Y | -86.3% | +73.5% | -159.8% | -92.0% |
| All | -94.0% | +146.8% | -240.8% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling