-74.9%
LUXE vs VOO
+115.3%
-190.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.0% |
| 7D | -0.8% | +0.5% | -1.3% | -1.5% |
| 30D | -9.1% | -0.9% | -8.2% | -8.1% |
| 3M | +1.9% | +3.9% | -2.0% | -2.9% |
| 6M | -18.1% | +14.5% | -32.7% | -31.0% |
| YTD | -11.9% | +13.0% | -24.8% | -24.4% |
| 1Y | -23.5% | +19.4% | -42.9% | -38.6% |
| 3Y | +114.6% | +78.9% | +35.7% | +0.2% |
| 5Y | -72.7% | +82.3% | -155.0% | -87.3% |
| All | -74.9% | +115.3% | -190.2% | -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 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