-33.0%
LCUT vs VOO
+777.9%
-810.9%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.2% |
| 7D | -9.9% | -2.7% | -7.2% | -6.9% |
| 30D | -17.0% | -5.4% | -11.6% | -11.7% |
| 3M | -12.0% | -4.1% | -7.9% | -7.6% |
| 6M | +38.2% | +0.7% | +37.5% | +37.9% |
| YTD | +98.7% | +8.7% | +89.9% | +82.4% |
| 1Y | +157.3% | +11.0% | +146.3% | +131.1% |
| 3Y | +48.0% | +75.5% | -27.4% | -17.3% |
| 5Y | -54.4% | +68.4% | -122.7% | -73.6% |
| 10Y | -32.7% | +315.7% | -348.4% | -85.2% |
| All | -33.0% | +777.9% | -810.9% | -94.6% |
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