-40.4%
LUCK vs VOO
+80.3%
-120.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.3% |
| 7D | -10.4% | -2.0% | -8.4% | -8.6% |
| 30D | -15.0% | -1.7% | -13.3% | -13.6% |
| 3M | -36.7% | +4.7% | -41.4% | -39.7% |
| 6M | -33.7% | +12.6% | -46.3% | -41.2% |
| YTD | -33.0% | +11.8% | -44.8% | -39.9% |
| 1Y | -40.4% | +17.5% | -58.0% | -49.1% |
| 3Y | -41.5% | +77.0% | -118.5% | -65.4% |
| 5Y | -40.4% | +82.6% | -123.0% | -68.1% |
| All | -40.4% | +80.3% | -120.8% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling