-65.5%
LUCD vs VOO
+78.8%
-144.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.0% |
| 7D | -2.2% | -0.6% | -1.6% | -1.2% |
| 30D | -37.3% | -3.6% | -33.7% | -35.1% |
| 3M | -58.4% | -2.7% | -55.7% | -57.3% |
| 6M | -61.2% | +2.2% | -63.4% | -61.4% |
| YTD | -63.3% | +10.9% | -74.2% | -65.5% |
| 1Y | -61.9% | +11.3% | -73.2% | -64.3% |
| 3Y | -65.5% | +76.9% | -142.4% | -78.6% |
| All | -65.5% | +78.8% | -144.3% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling