-92.1%
LSPD vs VOO
+81.6%
-173.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.0% |
| 7D | -5.7% | -0.4% | -5.3% | -4.9% |
| 30D | -6.4% | -1.4% | -5.0% | -3.5% |
| 3M | +2.8% | +3.7% | -0.9% | -5.5% |
| 6M | +2.4% | +13.0% | -10.6% | -21.6% |
| YTD | -18.7% | +12.4% | -31.1% | -37.0% |
| 1Y | -19.0% | +18.6% | -37.6% | -43.8% |
| 3Y | -37.8% | +78.1% | -115.9% | -83.8% |
| 5Y | -92.1% | +82.3% | -174.3% | -97.8% |
| All | -92.1% | +81.6% | -173.7% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling