-67.6%
LILA vs VOO
+342.2%
-409.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.0% |
| 7D | +18.8% | -0.9% | +19.7% | +19.7% |
| 30D | +24.7% | -2.3% | +27.1% | +27.6% |
| 3M | +20.1% | -1.2% | +21.2% | +21.0% |
| 6M | +96.5% | +3.3% | +93.1% | +85.9% |
| YTD | +105.0% | +12.3% | +92.6% | +74.8% |
| 1Y | +89.8% | +12.5% | +77.3% | +61.5% |
| 3Y | +110.7% | +79.2% | +31.5% | -2.0% |
| 5Y | +12.8% | +75.7% | -62.9% | -45.4% |
| 10Y | -20.5% | +313.7% | -334.2% | -85.3% |
| All | -67.6% | +342.2% | -409.8% | -94.4% |
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