-93.9%
LU vs VOO
+74.6%
-168.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -6.4% |
| 7D | -23.8% | +3.3% | -27.0% | -26.9% |
| 30D | -28.5% | -2.7% | -25.8% | -26.7% |
| 3M | -57.0% | -1.7% | -55.3% | -56.6% |
| 6M | -66.1% | +3.1% | -69.2% | -67.8% |
| YTD | -74.3% | +11.9% | -86.2% | -77.9% |
| 1Y | -76.0% | +12.1% | -88.1% | -79.4% |
| 3Y | -63.6% | +78.6% | -142.2% | -82.8% |
| 5Y | -93.9% | +73.8% | -167.7% | -96.9% |
| All | -93.9% | +74.6% | -168.5% | -96.9% |
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 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