+178.9%
LSF vs VOO
+75.5%
+103.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.9% |
| 7D | -12.6% | -2.7% | -9.9% | -10.2% |
| 30D | -28.8% | -5.4% | -23.5% | -24.6% |
| 3M | -51.1% | -4.1% | -47.0% | -49.0% |
| 6M | -25.5% | +0.7% | -26.3% | -26.3% |
| YTD | 0.0% | +8.7% | -8.7% | -8.2% |
| 1Y | -45.2% | +11.0% | -56.1% | -50.6% |
| 3Y | +178.9% | +75.5% | +103.4% | +158.3% |
| All | +178.9% | +75.5% | +103.4% | +158.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling