-38.4%
LCUT vs VOO
+317.9%
-356.3%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.2% | -4.2% |
| 7D | -14.7% | +0.1% | -14.8% | -14.5% |
| 30D | -21.0% | -3.3% | -17.7% | -18.0% |
| 3M | -18.2% | -2.4% | -15.8% | -15.8% |
| 6M | +27.9% | +2.6% | +25.3% | +25.5% |
| YTD | +95.0% | +11.3% | +83.7% | +75.3% |
| 1Y | +151.7% | +13.4% | +138.3% | +121.7% |
| 3Y | +27.5% | +80.3% | -52.8% | -29.0% |
| 5Y | -54.2% | +72.7% | -126.9% | -73.5% |
| 10Y | -38.4% | +310.0% | -348.4% | -80.7% |
| All | -38.4% | +317.9% | -356.3% | -80.7% |
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 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