+310.5%
LRCU vs VOO
+18.2%
+292.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -5.9% |
| 7D | -6.7% | -0.8% | -6.0% | -2.0% |
| 30D | -19.2% | -1.1% | -18.1% | -13.4% |
| 3M | -43.5% | +3.9% | -47.4% | -52.4% |
| 6M | +37.3% | +13.6% | +23.6% | -23.9% |
| YTD | +104.3% | +12.7% | +91.6% | +25.5% |
| 1Y | +310.5% | +17.6% | +292.9% | +94.2% |
| All | +310.5% | +18.2% | +292.3% | +94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling