-67.1%
LSPD vs VOO
+148.2%
-215.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.1% |
| 7D | -5.4% | -0.8% | -4.7% | -3.9% |
| 30D | -5.0% | -1.1% | -3.9% | -2.7% |
| 3M | +2.3% | +3.9% | -1.6% | -6.2% |
| 6M | +6.4% | +13.6% | -7.2% | -19.3% |
| YTD | -17.7% | +12.7% | -30.4% | -36.5% |
| 1Y | -15.8% | +17.6% | -33.3% | -40.4% |
| 3Y | -38.6% | +77.3% | -115.9% | -83.4% |
| 5Y | -92.0% | +84.1% | -176.1% | -97.7% |
| All | -67.1% | +148.2% | -215.3% | -94.5% |
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