-95.0%
LUNG vs VOO
+145.2%
-240.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.4% | -4.1% |
| 7D | -13.2% | -0.4% | -12.8% | -12.7% |
| 30D | -13.2% | -1.4% | -11.8% | -11.4% |
| 3M | +29.4% | +3.7% | +25.7% | +23.4% |
| 6M | +8.8% | +13.0% | -4.2% | -7.2% |
| YTD | -10.4% | +12.4% | -22.8% | -23.4% |
| 1Y | +17.2% | +18.6% | -1.4% | -5.9% |
| 3Y | -81.0% | +78.1% | -159.0% | -91.8% |
| 5Y | -95.1% | +82.3% | -177.4% | -97.9% |
| All | -95.0% | +145.2% | -240.2% | -98.4% |
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