+162.9%
LII vs VOO
+311.2%
-148.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.4% |
| 7D | -0.2% | +3.3% | -3.5% | -3.1% |
| 30D | -0.6% | -2.7% | +2.1% | +1.8% |
| 3M | -17.0% | -1.7% | -15.2% | -15.8% |
| 6M | -31.1% | +3.1% | -34.2% | -32.9% |
| YTD | -27.7% | +11.9% | -39.6% | -34.5% |
| 1Y | -26.2% | +12.1% | -38.2% | -33.2% |
| 3Y | -9.6% | +78.6% | -88.2% | -45.7% |
| 5Y | +15.7% | +73.8% | -58.1% | -28.9% |
| All | +162.9% | +311.2% | -148.3% | -28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling