+143.7%
LLY vs VOO
+78.4%
+65.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +1.9% | +2.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +19.7% | -3.3% | +23.0% | +22.1% |
| 3M | +19.3% | -2.4% | +21.7% | +20.8% |
| 6M | +49.3% | +2.6% | +46.7% | +45.9% |
| YTD | +32.0% | +11.3% | +20.7% | +21.4% |
| 1Y | +53.7% | +13.4% | +40.3% | +39.4% |
| 3Y | +143.7% | +80.3% | +63.5% | +71.6% |
| All | +143.7% | +78.4% | +65.3% | +71.6% |
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