-64.3%
LILAK vs VOO
+331.8%
-396.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | 0.0% | -2.0% | +2.0% | +2.3% |
| 30D | +2.5% | -1.7% | +4.1% | +4.5% |
| 3M | +62.1% | +4.7% | +57.4% | +52.1% |
| 6M | +64.9% | +12.6% | +52.3% | +41.3% |
| YTD | +71.3% | +11.8% | +59.5% | +47.8% |
| 1Y | +65.7% | +17.5% | +48.2% | +34.2% |
| 3Y | +56.8% | +77.0% | -20.2% | -25.2% |
| 5Y | -4.9% | +82.6% | -87.4% | -55.9% |
| 10Y | -53.8% | +320.0% | -373.8% | -91.6% |
| All | -64.3% | +331.8% | -396.1% | -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 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