-90.2%
LEXX vs VOO
+117.5%
-207.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.6% | -0.5% | -29.1% | -29.2% |
| 7D | -50.0% | -0.4% | -49.7% | -49.7% |
| 30D | +20.2% | -1.4% | +21.6% | +22.0% |
| 3M | -34.1% | +3.7% | -37.9% | -36.5% |
| 6M | -39.7% | +13.0% | -52.8% | -46.2% |
| YTD | -28.7% | +12.4% | -41.1% | -35.9% |
| 1Y | -56.0% | +18.6% | -74.6% | -62.2% |
| 3Y | -50.6% | +78.1% | -128.6% | -70.3% |
| 5Y | -93.1% | +82.3% | -175.3% | -96.0% |
| All | -90.2% | +117.5% | -207.7% | -95.1% |
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