-92.4%
LSTA vs VOO
+72.6%
-165.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.2% |
| 7D | +17.5% | +2.6% | +14.9% | +15.7% |
| 30D | +18.6% | -2.0% | +20.6% | +20.7% |
| 3M | +7.1% | -2.8% | +9.8% | +9.5% |
| 6M | -63.1% | +2.2% | -65.3% | -63.7% |
| YTD | -34.9% | +11.5% | -46.5% | -40.1% |
| 1Y | -41.5% | +13.5% | -55.0% | -46.8% |
| 3Y | -43.7% | +78.1% | -121.8% | -62.2% |
| All | -92.4% | +72.6% | -165.0% | -94.8% |
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