-95.2%
LUNG vs VOO
+82.8%
-178.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.2% |
| 7D | -16.3% | -0.8% | -15.5% | -15.2% |
| 30D | -19.2% | -1.1% | -18.1% | -17.9% |
| 3M | +30.3% | +3.9% | +26.4% | +23.9% |
| 6M | +3.1% | +13.6% | -10.6% | -12.8% |
| YTD | -16.3% | +12.7% | -29.0% | -28.7% |
| 1Y | +9.5% | +17.6% | -8.1% | -11.1% |
| 3Y | -82.8% | +77.3% | -160.1% | -92.6% |
| All | -95.2% | +82.8% | -178.0% | -97.9% |
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