-18.7%
LCUT vs VOO
+314.0%
-332.7%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -1.0% | +0.5% | -1.5% | -1.6% |
| 30D | -3.2% | -0.9% | -2.2% | -2.4% |
| 3M | -2.2% | +3.9% | -6.1% | -5.9% |
| 6M | +184.9% | +14.5% | +170.4% | +147.4% |
| YTD | +130.8% | +13.0% | +117.9% | +103.4% |
| 1Y | +124.2% | +19.4% | +104.7% | +86.7% |
| 3Y | +72.2% | +78.9% | -6.7% | -4.1% |
| 5Y | -40.6% | +82.3% | -122.9% | -67.8% |
| 10Y | -18.7% | +314.2% | -332.9% | -79.5% |
| All | -18.7% | +314.0% | -332.7% | -79.5% |
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