-87.1%
LX vs VOO
+72.6%
-159.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.8% |
| 7D | -5.7% | +2.6% | -8.3% | -8.9% |
| 30D | -8.5% | -2.0% | -6.5% | -5.5% |
| 3M | -56.4% | -2.8% | -53.7% | -54.4% |
| 6M | -69.9% | +2.2% | -72.1% | -70.7% |
| YTD | -79.3% | +11.5% | -90.8% | -82.0% |
| 1Y | -83.6% | +13.5% | -97.1% | -86.1% |
| 3Y | -62.0% | +78.1% | -140.1% | -83.2% |
| All | -87.1% | +72.6% | -159.7% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling