-22.5%
LCUT vs VOO
+817.1%
-839.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | +5.3% | +0.1% | +5.3% | +5.2% |
| 3M | -4.8% | +2.0% | -6.9% | -6.8% |
| 6M | +180.4% | +13.0% | +167.4% | +145.6% |
| YTD | +130.1% | +13.6% | +116.5% | +100.6% |
| 1Y | +114.5% | +20.1% | +94.5% | +76.5% |
| 3Y | +52.4% | +77.6% | -25.2% | -16.5% |
| 5Y | -42.0% | +82.4% | -124.5% | -69.4% |
| 10Y | -18.1% | +316.8% | -334.9% | -82.1% |
| All | -22.5% | +817.1% | -839.6% | -94.1% |
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