-92.0%
LUCD vs VOO
+87.6%
-179.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -5.1% | +0.1% | -5.3% | -5.3% |
| 30D | -6.0% | +0.1% | -6.1% | -6.1% |
| 3M | -7.8% | +2.0% | -9.9% | -9.3% |
| 6M | -35.2% | +13.0% | -48.2% | -41.2% |
| YTD | -13.8% | +13.6% | -27.3% | -22.2% |
| 1Y | -31.9% | +20.1% | -52.0% | -41.1% |
| 3Y | -39.7% | +77.6% | -117.3% | -63.1% |
| All | -92.0% | +87.6% | -179.6% | -95.1% |
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