-96.8%
LUCD vs VOO
+85.6%
-182.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -6.0% | -5.9% |
| 7D | -14.4% | -0.9% | -13.5% | -13.4% |
| 30D | -36.2% | -2.3% | -33.8% | -34.6% |
| 3M | -60.4% | -1.2% | -59.2% | -59.8% |
| 6M | -62.6% | +3.3% | -66.0% | -63.4% |
| YTD | -65.0% | +12.3% | -77.4% | -68.0% |
| 1Y | -63.4% | +12.5% | -75.9% | -66.5% |
| 3Y | -67.2% | +79.2% | -146.3% | -80.0% |
| 5Y | -96.1% | +75.7% | -171.7% | -97.3% |
| All | -96.8% | +85.6% | -182.3% | -98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling