-51.3%
LINE vs VOO
+43.2%
-94.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -9.8% | +2.6% | -12.3% | -11.6% |
| 30D | +4.5% | -2.0% | +6.5% | +6.0% |
| 3M | -16.7% | -2.8% | -13.9% | -14.9% |
| 6M | -8.9% | +2.2% | -11.0% | -11.0% |
| YTD | +5.4% | +11.5% | -6.1% | -4.7% |
| 1Y | +12.3% | +13.5% | -1.2% | +0.1% |
| All | -51.3% | +43.2% | -94.5% | -65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling