-94.1%
LEXX vs VOO
+118.0%
-212.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.7% |
| 7D | -71.9% | -0.8% | -71.2% | -71.6% |
| 30D | -35.1% | -1.1% | -34.1% | -34.1% |
| 3M | -58.7% | +3.9% | -62.6% | -60.1% |
| 6M | -62.8% | +13.6% | -76.5% | -66.9% |
| YTD | -57.1% | +12.7% | -69.8% | -61.4% |
| 1Y | -75.3% | +17.6% | -92.8% | -78.6% |
| 3Y | -69.8% | +77.3% | -147.1% | -81.7% |
| 5Y | -95.7% | +84.1% | -179.8% | -97.5% |
| All | -94.1% | +118.0% | -212.1% | -97.0% |
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