-94.4%
LSF vs VOO
+141.2%
-235.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.4% | -0.6% | -0.5% |
| 7D | -14.6% | -4.7% | -9.9% | -10.3% |
| 30D | -28.5% | -5.9% | -22.6% | -23.9% |
| 3M | -44.9% | -4.5% | -40.4% | -42.3% |
| 6M | -21.6% | +1.9% | -23.5% | -23.3% |
| YTD | +2.7% | +8.4% | -5.7% | -5.4% |
| 1Y | -49.4% | +9.5% | -58.9% | -53.7% |
| 3Y | +180.4% | +75.3% | +105.2% | +63.2% |
| 5Y | -88.0% | +67.9% | -155.9% | -92.8% |
| All | -94.4% | +141.2% | -235.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling