+207.2%
LCUT vs VOO
+14.7%
+192.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +3.3% |
| 7D | +8.4% | -0.7% | +9.2% | +9.1% |
| 30D | -1.4% | -1.1% | -0.3% | -0.3% |
| 3M | +3.4% | -0.3% | +3.8% | +3.9% |
| 6M | +51.0% | +7.4% | +43.6% | +44.2% |
| YTD | +131.8% | +13.4% | +118.4% | +110.7% |
| 1Y | +207.2% | +14.8% | +192.4% | +177.7% |
| All | +207.2% | +14.7% | +192.5% | +177.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling