-44.7%
LUCK vs VOO
+77.0%
-121.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -4.8% |
| 7D | -11.0% | -0.4% | -10.6% | -10.6% |
| 30D | -15.2% | -1.4% | -13.8% | -13.9% |
| 3M | -29.9% | +3.7% | -33.6% | -33.1% |
| 6M | -35.1% | +13.0% | -48.1% | -44.0% |
| YTD | -33.5% | +12.4% | -46.0% | -42.0% |
| 1Y | -42.6% | +18.6% | -61.2% | -52.9% |
| All | -44.7% | +77.0% | -121.7% | -71.2% |
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