+63.6%
LIF vs VOO
+48.1%
+15.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | -28.1% | +0.1% | -28.2% | -28.0% |
| 3M | -7.6% | +2.0% | -9.6% | -10.1% |
| 6M | -1.5% | +13.0% | -14.6% | -20.5% |
| YTD | -31.1% | +13.6% | -44.7% | -44.6% |
| 1Y | -50.1% | +20.1% | -70.2% | -63.5% |
| All | +63.6% | +48.1% | +15.5% | -8.9% |
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 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