-67.6%
LI vs VOO
+79.1%
-146.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +4.7% | +0.5% | +4.2% | +4.3% |
| 30D | -3.8% | -0.9% | -2.8% | -3.1% |
| 3M | -14.2% | +3.9% | -18.1% | -16.9% |
| 6M | -27.4% | +14.5% | -41.9% | -35.0% |
| YTD | -26.4% | +13.0% | -39.4% | -33.4% |
| 1Y | -47.6% | +19.4% | -67.1% | -54.6% |
| 3Y | -67.6% | +78.9% | -146.4% | -80.1% |
| All | -67.6% | +79.1% | -146.7% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling