+178.4%
LOUP vs VOO
+208.4%
-30.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | +8.6% | +3.3% | +5.4% | +4.1% |
| 30D | -19.4% | -2.7% | -16.7% | -15.9% |
| 3M | -26.3% | -1.7% | -24.5% | -23.9% |
| 6M | -18.2% | +3.1% | -21.3% | -20.4% |
| YTD | -7.3% | +11.9% | -19.2% | -18.7% |
| 1Y | -11.3% | +12.1% | -23.3% | -22.1% |
| 3Y | +88.2% | +78.6% | +9.6% | -6.0% |
| 5Y | +21.1% | +73.8% | -52.7% | -35.7% |
| All | +178.4% | +208.4% | -30.0% | -16.9% |
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