-85.3%
LSPD vs VOO
+75.2%
-160.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -3.1% |
| 7D | -11.5% | -0.9% | -10.6% | -9.8% |
| 30D | -5.0% | -2.3% | -2.7% | -0.4% |
| 3M | -2.3% | -1.2% | -1.1% | +0.2% |
| 6M | +9.9% | +3.3% | +6.5% | +1.7% |
| YTD | -15.3% | +12.3% | -27.6% | -34.3% |
| 1Y | -22.2% | +12.5% | -34.7% | -39.7% |
| 3Y | -34.2% | +79.2% | -113.4% | -83.4% |
| All | -85.3% | +75.2% | -160.5% | -95.5% |
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 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