-58.0%
LUCD vs VOO
+12.1%
-70.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.4% | +8.3% | +8.4% |
| 7D | +12.8% | +2.6% | +10.2% | +8.9% |
| 30D | -17.3% | -2.0% | -15.3% | -15.0% |
| 3M | -53.5% | -2.8% | -50.7% | -51.6% |
| 6M | -56.0% | +2.2% | -58.1% | -56.3% |
| YTD | -58.8% | +11.5% | -70.3% | -62.2% |
| 1Y | -58.0% | +13.5% | -71.5% | -61.9% |
| All | -58.0% | +12.1% | -70.1% | -61.9% |
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 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