+154.6%
LXFR vs VOO
+570.1%
-415.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.3% | -0.4% | +0.7% | +0.7% |
| 30D | +1.0% | -1.4% | +2.4% | +2.2% |
| 3M | -0.8% | +3.7% | -4.5% | -4.2% |
| 6M | +45.6% | +13.0% | +32.6% | +30.7% |
| YTD | +30.9% | +12.4% | +18.4% | +17.9% |
| 1Y | +34.9% | +18.6% | +16.3% | +16.1% |
| 3Y | +63.4% | +78.1% | -14.7% | -0.2% |
| 5Y | +1.7% | +82.3% | -80.5% | -39.5% |
| 10Y | +124.2% | +322.5% | -198.3% | -24.2% |
| All | +154.6% | +570.1% | -415.6% | -26.9% |
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 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