-37.9%
LUCK vs VOO
+99.4%
-137.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.0% |
| 7D | -9.5% | -0.8% | -8.7% | -8.8% |
| 30D | -17.1% | -1.1% | -16.0% | -16.2% |
| 3M | -35.4% | +3.9% | -39.3% | -37.9% |
| 6M | -33.8% | +13.6% | -47.4% | -41.6% |
| YTD | -31.8% | +12.7% | -44.5% | -39.2% |
| 1Y | -42.1% | +17.6% | -59.6% | -50.3% |
| 3Y | -43.3% | +77.3% | -120.6% | -66.0% |
| 5Y | -39.4% | +84.1% | -123.5% | -67.0% |
| All | -37.9% | +99.4% | -137.2% | -66.4% |
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