+873.9%
LII vs VOO
+777.9%
+96.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.3% |
| 7D | -0.6% | -2.7% | +2.1% | +2.1% |
| 30D | -4.6% | -5.4% | +0.8% | +0.6% |
| 3M | -21.2% | -4.1% | -17.2% | -18.1% |
| 6M | -36.4% | +0.7% | -37.2% | -36.8% |
| YTD | -28.9% | +8.7% | -37.7% | -34.3% |
| 1Y | -29.5% | +11.0% | -40.5% | -36.2% |
| 3Y | -8.6% | +75.5% | -84.0% | -46.8% |
| 5Y | +20.2% | +68.4% | -48.1% | -26.8% |
| 10Y | +166.2% | +315.7% | -149.5% | -37.9% |
| All | +873.9% | +777.9% | +96.0% | -17.9% |
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