-24.8%
LI vs VOO
+160.9%
-185.8%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -3.4% | +0.1% | -3.5% | -3.5% |
| 3M | -15.1% | +2.0% | -17.1% | -17.4% |
| 6M | -28.2% | +13.0% | -41.2% | -37.9% |
| YTD | -26.9% | +13.6% | -40.5% | -37.2% |
| 1Y | -48.4% | +20.1% | -68.5% | -58.4% |
| 3Y | -70.8% | +77.6% | -148.3% | -85.9% |
| 5Y | -59.1% | +82.4% | -141.6% | -80.3% |
| All | -24.8% | +160.9% | -185.8% | -89.3% |
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 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