-82.4%
LICN vs VOO
+14.7%
-97.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +0.6% |
| 7D | -25.6% | -0.7% | -24.9% | -24.9% |
| 30D | -37.6% | -1.1% | -36.5% | -36.8% |
| 3M | -44.8% | -0.3% | -44.5% | -44.4% |
| 6M | -85.0% | +7.4% | -92.4% | -85.8% |
| YTD | -77.3% | +13.4% | -90.7% | -79.2% |
| 1Y | -82.4% | +14.8% | -97.2% | -83.9% |
| All | -82.4% | +14.7% | -97.1% | -83.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling