+55.7%
LCII vs VOO
+317.9%
-262.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.0% | +0.5% |
| 7D | -1.0% | +0.1% | -1.0% | -1.2% |
| 30D | +29.1% | -3.3% | +32.4% | +34.3% |
| 3M | -6.0% | -2.4% | -3.6% | -3.5% |
| 6M | -13.1% | +2.6% | -15.7% | -16.3% |
| YTD | -14.1% | +11.3% | -25.4% | -25.3% |
| 1Y | -3.1% | +13.4% | -16.6% | -17.8% |
| 3Y | +5.8% | +80.3% | -74.5% | -50.4% |
| 5Y | -18.5% | +72.7% | -91.2% | -59.0% |
| 10Y | +55.7% | +310.0% | -254.3% | -75.3% |
| All | +55.7% | +317.9% | -262.2% | -75.3% |
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