+1,008.0%
LII vs VOO
+817.1%
+190.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -12.6% | +0.1% | -12.7% | -12.6% |
| 3M | -24.4% | +2.0% | -26.5% | -25.6% |
| 6M | -28.7% | +13.0% | -41.7% | -36.4% |
| YTD | -19.1% | +13.6% | -32.7% | -28.3% |
| 1Y | -29.7% | +20.1% | -49.8% | -41.0% |
| 3Y | +4.8% | +77.6% | -72.8% | -39.6% |
| 5Y | +24.6% | +82.4% | -57.9% | -29.7% |
| 10Y | +169.2% | +316.8% | -147.6% | -36.8% |
| All | +1,008.0% | +817.1% | +190.9% | -10.3% |
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