-93.8%
LSF vs VOO
+148.2%
-242.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.4% | -7.0% | -7.0% |
| 7D | +13.5% | +2.6% | +10.9% | +10.8% |
| 30D | -6.0% | -2.0% | -4.0% | -3.8% |
| 3M | -42.5% | -2.8% | -39.7% | -40.7% |
| 6M | -16.0% | +2.2% | -18.2% | -17.8% |
| YTD | +13.5% | +11.5% | +2.0% | +1.8% |
| 1Y | -9.0% | +13.5% | -22.5% | -19.6% |
| 3Y | +240.5% | +78.1% | +162.5% | +95.4% |
| 5Y | -86.5% | +73.1% | -159.6% | -92.1% |
| All | -93.8% | +148.2% | -242.0% | -97.8% |
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