-93.4%
LU vs VOO
+154.8%
-248.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -16.7% | +0.1% | -16.7% | -16.7% |
| 3M | -19.4% | +2.0% | -21.4% | -21.4% |
| 6M | -48.3% | +13.0% | -61.4% | -55.4% |
| YTD | -51.2% | +13.6% | -64.8% | -58.0% |
| 1Y | -57.8% | +20.1% | -77.8% | -65.8% |
| 3Y | -44.4% | +77.6% | -121.9% | -71.9% |
| 5Y | -90.3% | +82.4% | -172.8% | -95.2% |
| All | -93.4% | +154.8% | -248.2% | -97.7% |
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