-21.3%
LCII vs VOO
+67.9%
-89.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -4.9% | -4.9% |
| 7D | -1.2% | -2.7% | +1.5% | +1.8% |
| 30D | +22.1% | -5.4% | +27.4% | +29.8% |
| 3M | -6.5% | -4.1% | -2.5% | -2.2% |
| 6M | -14.6% | +0.7% | -15.3% | -15.8% |
| YTD | -16.9% | +8.7% | -25.6% | -25.3% |
| 1Y | -5.7% | +11.0% | -16.6% | -17.3% |
| 3Y | -1.9% | +75.5% | -77.4% | -51.7% |
| All | -21.3% | +67.9% | -89.2% | -59.4% |
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 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