-95.6%
LEXX vs VOO
+80.3%
-176.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -38.6% | -0.6% | -38.0% | -38.1% |
| 7D | -67.1% | -2.0% | -65.1% | -66.4% |
| 30D | -30.1% | -1.7% | -28.4% | -28.7% |
| 3M | -58.8% | +4.7% | -63.6% | -60.5% |
| 6M | -62.9% | +12.6% | -75.5% | -66.5% |
| YTD | -56.2% | +11.8% | -68.0% | -60.1% |
| 1Y | -73.3% | +17.5% | -90.8% | -76.6% |
| 3Y | -69.7% | +77.0% | -146.6% | -81.0% |
| 5Y | -95.6% | +82.6% | -178.2% | -97.4% |
| All | -95.6% | +80.3% | -176.0% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling