-73.9%
LULG vs VOO
+15.1%
-89.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -35.1% | -0.4% | -34.7% | -34.2% |
| 7D | -34.1% | +0.1% | -34.2% | -33.9% |
| 30D | -38.4% | +0.1% | -38.5% | -38.2% |
| 3M | -43.5% | +2.0% | -45.6% | -45.1% |
| 6M | -73.2% | +13.0% | -86.2% | -80.5% |
| YTD | -82.3% | +13.6% | -95.8% | -86.8% |
| All | -73.9% | +15.1% | -89.0% | -81.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling