+168.6%
LII vs VOO
+317.9%
-149.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | 0.0% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -2.0% | -3.3% | +1.4% | +1.0% |
| 3M | -20.2% | -2.4% | -17.8% | -18.6% |
| 6M | -32.5% | +2.6% | -35.1% | -34.0% |
| YTD | -27.4% | +11.3% | -38.7% | -33.9% |
| 1Y | -28.2% | +13.4% | -41.6% | -35.8% |
| 3Y | -7.2% | +80.3% | -87.5% | -44.7% |
| 5Y | +19.9% | +72.7% | -52.8% | -25.8% |
| 10Y | +168.6% | +310.0% | -141.4% | -25.1% |
| All | +168.6% | +317.9% | -149.3% | -25.1% |
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