+7.4%
LX vs VOO
+229.5%
-222.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.9% |
| 7D | -25.3% | +0.1% | -25.4% | -25.2% |
| 30D | -40.4% | +0.1% | -40.5% | -40.4% |
| 3M | -60.6% | +2.0% | -62.6% | -61.5% |
| 6M | -65.1% | +13.0% | -78.1% | -69.4% |
| YTD | -70.6% | +13.6% | -84.2% | -74.4% |
| 1Y | -84.0% | +20.1% | -104.1% | -86.9% |
| 3Y | -56.6% | +77.6% | -134.2% | -76.4% |
| 5Y | -83.6% | +82.4% | -166.0% | -91.1% |
| All | +7.4% | +229.5% | -222.2% | +1,731.4% |
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