-54.0%
LILAK vs VOO
+325.3%
-379.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.4% |
| 7D | +3.3% | -0.8% | +4.1% | +4.2% |
| 30D | +2.3% | -1.1% | +3.4% | +3.6% |
| 3M | +62.3% | +3.9% | +58.4% | +53.7% |
| 6M | +72.7% | +13.6% | +59.1% | +46.2% |
| YTD | +72.3% | +12.7% | +59.6% | +47.1% |
| 1Y | +65.8% | +17.6% | +48.2% | +34.1% |
| 3Y | +53.2% | +77.3% | -24.2% | -27.7% |
| 5Y | -4.3% | +84.1% | -88.4% | -56.4% |
| All | -54.0% | +325.3% | -379.3% | -91.8% |
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