-45.3%
LINE vs VOO
+42.9%
-88.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -1.0% | -0.5% |
| 7D | +7.1% | +0.1% | +7.1% | +6.8% |
| 30D | +15.2% | -3.3% | +18.5% | +18.1% |
| 3M | -4.9% | -2.4% | -2.5% | -3.3% |
| 6M | +2.0% | +2.6% | -0.6% | -0.9% |
| YTD | +18.4% | +11.3% | +7.1% | +7.2% |
| 1Y | +21.5% | +13.4% | +8.1% | +8.3% |
| All | -45.3% | +42.9% | -88.2% | -60.8% |
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