-41.6%
LI vs VOO
+12.1%
-53.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | -7.1% | +2.6% | -9.7% | -8.2% |
| 30D | +3.4% | -2.0% | +5.4% | +4.3% |
| 3M | -5.1% | -2.8% | -2.4% | -3.7% |
| 6M | -41.9% | +2.2% | -44.0% | -43.2% |
| YTD | -31.2% | +11.5% | -42.8% | -39.0% |
| 1Y | -41.6% | +13.5% | -55.1% | -49.3% |
| All | -41.6% | +12.1% | -53.7% | -49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling