+22.4%
LII vs VOO
+81.6%
-59.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.9% |
| 7D | +0.5% | -0.4% | +0.8% | +0.9% |
| 30D | -11.2% | -1.4% | -9.8% | -9.8% |
| 3M | -28.8% | +3.7% | -32.5% | -31.4% |
| 6M | -26.9% | +13.0% | -40.0% | -35.8% |
| YTD | -22.2% | +12.4% | -34.6% | -31.3% |
| 1Y | -32.0% | +18.6% | -50.6% | -43.3% |
| 3Y | -0.4% | +78.1% | -78.5% | -46.7% |
| 5Y | +22.4% | +82.3% | -59.8% | -37.5% |
| All | +22.4% | +81.6% | -59.1% | -37.5% |
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