-16.9%
LSPD vs VOO
+12.1%
-29.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | -0.8% | +2.6% | -3.3% | -3.8% |
| 30D | -1.0% | -2.0% | +1.0% | +1.7% |
| 3M | -6.8% | -2.8% | -4.1% | -3.4% |
| 6M | +15.0% | +2.2% | +12.8% | +13.0% |
| YTD | -15.5% | +11.5% | -27.0% | -26.1% |
| 1Y | -16.9% | +13.5% | -30.4% | -30.0% |
| All | -16.9% | +12.1% | -29.0% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling