+2,024.1%
LLY vs VOO
+306.9%
+1,717.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.8% | +1.7% |
| 7D | +1.6% | -0.6% | +2.2% | +2.0% |
| 30D | +21.5% | -3.6% | +25.1% | +24.3% |
| 3M | +16.4% | -2.7% | +19.2% | +18.4% |
| 6M | +51.5% | +2.2% | +49.2% | +48.5% |
| YTD | +33.9% | +10.9% | +23.0% | +24.2% |
| 1Y | +49.1% | +11.3% | +37.8% | +37.9% |
| 3Y | +144.6% | +76.9% | +67.7% | +65.8% |
| 5Y | +466.3% | +73.5% | +392.8% | +284.9% |
| 10Y | +2,024.1% | +307.7% | +1,716.5% | +638.5% |
| All | +2,024.1% | +306.9% | +1,717.3% | +638.5% |
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