-36.0%
LUCK vs VOO
+99.8%
-135.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.2% | -6.2% |
| 7D | -3.8% | +0.5% | -4.4% | -4.3% |
| 30D | -12.2% | -0.9% | -11.3% | -11.4% |
| 3M | -28.1% | +3.9% | -32.0% | -31.0% |
| 6M | -30.8% | +14.5% | -45.4% | -39.5% |
| YTD | -29.8% | +13.0% | -42.7% | -37.5% |
| 1Y | -40.3% | +19.4% | -59.8% | -49.6% |
| 3Y | -38.7% | +78.9% | -117.6% | -63.5% |
| 5Y | -37.1% | +82.3% | -119.4% | -65.8% |
| All | -36.0% | +99.8% | -135.8% | -65.5% |
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