-61.4%
LI vs VOO
+80.3%
-141.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -3.4% | -2.0% | -1.4% | -1.3% |
| 30D | -8.1% | -1.7% | -6.5% | -6.5% |
| 3M | -14.9% | +4.7% | -19.6% | -19.5% |
| 6M | -34.4% | +12.6% | -47.0% | -42.7% |
| YTD | -31.2% | +11.8% | -42.9% | -39.5% |
| 1Y | -51.4% | +17.5% | -68.9% | -59.6% |
| 3Y | -69.7% | +77.0% | -146.6% | -85.1% |
| 5Y | -61.4% | +82.6% | -144.0% | -81.1% |
| All | -61.4% | +80.3% | -141.7% | -81.1% |
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 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