-91.3%
LSTA vs VOO
+82.8%
-174.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.2% |
| 7D | -1.2% | -0.8% | -0.4% | -0.7% |
| 30D | +38.1% | -1.1% | +39.2% | +39.2% |
| 3M | -53.2% | +3.9% | -57.0% | -54.5% |
| 6M | -67.6% | +13.6% | -81.2% | -70.7% |
| YTD | -12.4% | +12.7% | -25.1% | -20.1% |
| 1Y | -27.2% | +17.6% | -44.8% | -35.3% |
| 3Y | -17.3% | +77.3% | -94.6% | -44.3% |
| All | -91.3% | +82.8% | -174.1% | -94.3% |
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