+7.2%
LUD vs VOO
+31.4%
-24.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.3% | +0.1% | -0.3% | -0.3% |
| 3M | -15.4% | +2.0% | -17.4% | -16.3% |
| 6M | -21.4% | +13.0% | -34.5% | -24.9% |
| YTD | -33.2% | +13.6% | -46.8% | -36.2% |
| 1Y | -53.7% | +20.1% | -73.8% | -55.5% |
| All | +7.2% | +31.4% | -24.2% | -0.7% |
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