+202.8%
LSTR vs VOO
+314.0%
-111.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +1.2% | +0.5% | +0.6% | +0.7% |
| 30D | -2.8% | -0.9% | -1.9% | -2.0% |
| 3M | -21.1% | +3.9% | -25.0% | -23.7% |
| 6M | +17.4% | +14.5% | +2.9% | +4.2% |
| YTD | +26.1% | +13.0% | +13.1% | +13.6% |
| 1Y | +38.0% | +19.4% | +18.6% | +18.5% |
| 3Y | +2.8% | +78.9% | -76.1% | -38.0% |
| 5Y | +19.2% | +82.3% | -63.1% | -29.8% |
| 10Y | +202.8% | +314.2% | -111.4% | -23.1% |
| All | +202.8% | +314.0% | -111.2% | -23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling