+63.6%
LOUP vs VOO
+81.6%
-18.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.4% |
| 7D | +1.3% | -0.4% | +1.7% | +2.0% |
| 30D | -7.7% | -1.4% | -6.4% | -5.5% |
| 3M | -5.4% | +3.7% | -9.1% | -10.5% |
| 6M | +16.9% | +13.0% | +3.9% | -3.2% |
| YTD | +13.7% | +12.4% | +1.3% | -4.7% |
| 1Y | +24.8% | +18.6% | +6.2% | -3.6% |
| 3Y | +134.9% | +78.1% | +56.8% | -0.7% |
| 5Y | +63.6% | +82.3% | -18.7% | -30.3% |
| All | +63.6% | +81.6% | -18.0% | -30.3% |
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