-2.1%
LX vs VOO
+227.0%
-229.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.3% |
| 7D | -8.8% | -0.8% | -8.1% | -8.0% |
| 30D | -44.2% | -1.1% | -43.1% | -43.4% |
| 3M | -62.8% | +3.9% | -66.7% | -64.4% |
| 6M | -67.1% | +13.6% | -80.7% | -71.3% |
| YTD | -73.2% | +12.7% | -85.9% | -76.4% |
| 1Y | -85.1% | +17.6% | -102.7% | -87.5% |
| 3Y | -57.1% | +77.3% | -134.4% | -76.6% |
| 5Y | -84.3% | +84.1% | -168.4% | -91.5% |
| All | -2.1% | +227.0% | -229.1% | +1,584.5% |
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