+749.2%
LCII vs VOO
+817.1%
-67.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.3% | +0.1% | -0.5% | -0.5% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | +8.0% | +2.0% | +6.0% | +5.1% |
| 6M | -22.0% | +13.0% | -35.0% | -33.2% |
| YTD | -12.8% | +13.6% | -26.4% | -25.9% |
| 1Y | +1.1% | +20.1% | -19.0% | -20.2% |
| 3Y | -9.3% | +77.6% | -86.9% | -56.4% |
| 5Y | -8.9% | +82.4% | -91.3% | -57.1% |
| 10Y | +37.3% | +316.8% | -279.5% | -76.5% |
| All | +749.2% | +817.1% | -67.9% | -53.8% |
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