+298.0%
LSF vs VOO
+77.8%
+220.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.4% |
| 7D | +2.6% | +0.1% | +2.4% | +2.4% |
| 30D | -2.9% | +0.1% | -3.0% | -3.1% |
| 3M | +19.6% | +2.0% | +17.6% | +16.9% |
| 6M | +52.3% | +13.0% | +39.2% | +34.9% |
| YTD | +81.1% | +13.6% | +67.5% | +59.9% |
| 1Y | -29.7% | +20.1% | -49.8% | -40.7% |
| All | +298.0% | +77.8% | +220.2% | +216.2% |
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