+21.1%
LOUP vs VOO
+74.6%
-53.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | +8.6% | +3.3% | +5.4% | +3.1% |
| 30D | -19.4% | -2.7% | -16.7% | -15.2% |
| 3M | -26.3% | -1.7% | -24.5% | -23.5% |
| 6M | -18.2% | +3.1% | -21.3% | -21.1% |
| YTD | -7.3% | +11.9% | -19.2% | -21.2% |
| 1Y | -11.3% | +12.1% | -23.3% | -24.6% |
| 3Y | +88.2% | +78.6% | +9.6% | -20.4% |
| 5Y | +21.1% | +73.8% | -52.7% | -45.2% |
| All | +21.1% | +74.6% | -53.4% | -45.2% |
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