-82.8%
LUNG vs VOO
+77.4%
-160.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | -16.3% | -0.8% | -15.5% | -15.4% |
| 30D | -19.2% | -1.1% | -18.1% | -18.0% |
| 3M | +30.3% | +3.9% | +26.4% | +24.7% |
| 6M | +3.1% | +13.6% | -10.6% | -10.2% |
| YTD | -16.3% | +12.7% | -29.0% | -26.7% |
| 1Y | +9.5% | +17.6% | -8.1% | -7.4% |
| 3Y | -82.8% | +77.3% | -160.1% | -91.7% |
| All | -82.8% | +77.4% | -160.2% | -91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling