+118.2%
LUXE vs VOO
+75.9%
+42.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.3% |
| 7D | -2.4% | -2.0% | -0.4% | -0.3% |
| 30D | -3.8% | -1.7% | -2.1% | -2.1% |
| 3M | +5.2% | +4.7% | +0.5% | +0.3% |
| 6M | -15.8% | +12.6% | -28.3% | -25.4% |
| YTD | -11.1% | +11.8% | -22.9% | -20.8% |
| 1Y | -19.6% | +17.5% | -37.2% | -31.4% |
| All | +118.2% | +75.9% | +42.3% | +57.9% |
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 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