-53.6%
LILA vs VOO
+321.7%
-375.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | -0.8% | -2.0% | +1.2% | +1.6% |
| 30D | +1.5% | -1.7% | +3.2% | +3.5% |
| 3M | +62.9% | +4.7% | +58.2% | +52.7% |
| 6M | +67.2% | +12.6% | +54.6% | +42.8% |
| YTD | +73.3% | +11.8% | +61.5% | +49.1% |
| 1Y | +69.2% | +17.5% | +51.6% | +36.4% |
| 3Y | +56.9% | +77.0% | -20.0% | -26.3% |
| 5Y | -3.7% | +82.6% | -86.3% | -56.2% |
| All | -53.6% | +321.7% | -375.3% | -92.2% |
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