-96.2%
LU vs VOO
+148.8%
-245.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.3% | -8.2% | -8.1% |
| 7D | -11.6% | -0.6% | -11.1% | -11.7% |
| 30D | -26.4% | -3.6% | -22.8% | -23.8% |
| 3M | -56.6% | -2.7% | -53.8% | -55.7% |
| 6M | -63.0% | +2.2% | -65.3% | -64.5% |
| YTD | -71.8% | +10.9% | -82.7% | -75.4% |
| 1Y | -75.1% | +11.3% | -86.4% | -78.3% |
| 3Y | -60.1% | +76.9% | -137.0% | -80.0% |
| 5Y | -93.1% | +73.5% | -166.6% | -96.5% |
| All | -96.2% | +148.8% | -245.0% | -98.7% |
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