-63.2%
LUCK vs VOO
+72.6%
-135.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.4% | +11.0% | +11.0% |
| 7D | -9.2% | +2.6% | -11.8% | -11.7% |
| 30D | -32.9% | -2.0% | -30.9% | -31.2% |
| 3M | -48.9% | -2.8% | -46.2% | -47.2% |
| 6M | -55.2% | +2.2% | -57.3% | -56.1% |
| YTD | -58.3% | +11.5% | -69.8% | -62.4% |
| 1Y | -57.7% | +13.5% | -71.1% | -62.4% |
| 3Y | -64.1% | +78.1% | -142.1% | -79.1% |
| All | -63.2% | +72.6% | -135.7% | -80.6% |
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 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