+11.4%
LIEN vs VOO
+81.0%
-69.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | +4.0% | -1.7% | +5.7% | +4.3% |
| 3M | +6.4% | +4.7% | +1.6% | +5.4% |
| 6M | +9.1% | +12.6% | -3.5% | +6.7% |
| YTD | +5.6% | +11.8% | -6.2% | +3.4% |
| 1Y | +9.9% | +17.5% | -7.6% | +6.5% |
| 3Y | +51.1% | +77.0% | -25.9% | +32.7% |
| All | +11.4% | +81.0% | -69.6% | -0.9% |
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 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