-25.0%
LI vs VOO
+155.6%
-180.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.9% | -4.1% |
| 7D | +10.4% | +0.1% | +10.3% | +9.8% |
| 30D | +6.9% | -3.3% | +10.2% | +10.5% |
| 3M | -4.7% | -2.4% | -2.3% | -2.8% |
| 6M | -31.4% | +2.6% | -34.0% | -34.1% |
| YTD | -27.1% | +11.3% | -38.4% | -36.3% |
| 1Y | -38.3% | +13.4% | -51.7% | -47.2% |
| 3Y | -67.2% | +80.3% | -147.5% | -84.7% |
| 5Y | -58.8% | +72.7% | -131.5% | -78.8% |
| All | -25.0% | +155.6% | -180.7% | -89.2% |
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