+492.4%
LSTR vs VOO
+817.1%
-324.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.4% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -0.6% | +0.1% | -0.6% | -0.6% |
| 3M | -18.8% | +2.0% | -20.8% | -20.3% |
| 6M | +8.6% | +13.0% | -4.4% | -2.6% |
| YTD | +26.4% | +13.6% | +12.8% | +13.1% |
| 1Y | +35.6% | +20.1% | +15.5% | +15.6% |
| 3Y | -2.6% | +77.6% | -80.2% | -41.4% |
| 5Y | +16.3% | +82.4% | -66.1% | -32.2% |
| 10Y | +203.7% | +316.8% | -113.1% | -17.4% |
| All | +492.4% | +817.1% | -324.7% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling