-26.2%
LI vs VOO
+158.0%
-184.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -4.2% |
| 7D | +4.8% | -0.9% | +5.7% | +5.4% |
| 30D | +6.5% | -2.3% | +8.8% | +8.8% |
| 3M | -4.3% | -1.2% | -3.1% | -3.7% |
| 6M | -35.7% | +3.3% | -39.0% | -38.7% |
| YTD | -28.3% | +12.3% | -40.6% | -38.0% |
| 1Y | -40.5% | +12.5% | -53.0% | -48.7% |
| 3Y | -67.2% | +79.2% | -146.3% | -84.5% |
| 5Y | -60.4% | +75.7% | -136.1% | -80.0% |
| All | -26.2% | +158.0% | -184.3% | -89.4% |
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