+174.4%
LSF vs VOO
+78.4%
+96.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.3% | +8.9% | +8.7% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -15.4% | -3.3% | -12.1% | -12.2% |
| 3M | -43.1% | -2.4% | -40.7% | -41.6% |
| 6M | -19.0% | +2.6% | -21.6% | -21.2% |
| YTD | +11.3% | +11.3% | 0.0% | -0.3% |
| 1Y | -40.5% | +13.4% | -53.9% | -47.6% |
| 3Y | +174.4% | +80.3% | +94.2% | +121.4% |
| All | +174.4% | +78.4% | +96.0% | +121.4% |
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 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