-84.2%
LX vs VOO
+80.3%
-164.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | -5.3% | -2.0% | -3.3% | -2.6% |
| 30D | -45.1% | -1.7% | -43.4% | -43.7% |
| 3M | -62.3% | +4.7% | -67.0% | -64.7% |
| 6M | -67.3% | +12.6% | -79.9% | -72.2% |
| YTD | -73.1% | +11.8% | -84.9% | -76.9% |
| 1Y | -84.8% | +17.5% | -102.3% | -87.8% |
| 3Y | -55.5% | +77.0% | -132.4% | -80.1% |
| 5Y | -84.2% | +82.6% | -166.8% | -92.9% |
| All | -84.2% | +80.3% | -164.6% | -92.9% |
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 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