-74.8%
LUXE vs VOO
+114.8%
-189.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.5% |
| 7D | -4.3% | -0.8% | -3.5% | -3.3% |
| 30D | -7.3% | -1.1% | -6.2% | -6.1% |
| 3M | +4.7% | +3.9% | +0.8% | -0.3% |
| 6M | -15.2% | +13.6% | -28.8% | -27.8% |
| YTD | -11.5% | +12.7% | -24.2% | -23.9% |
| 1Y | -20.9% | +17.6% | -38.5% | -35.3% |
| 3Y | +117.4% | +77.3% | +40.0% | +2.8% |
| 5Y | -73.1% | +84.1% | -157.2% | -87.6% |
| All | -74.8% | +114.8% | -189.7% | -91.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling