+4,706.4%
LLY vs VOO
+817.1%
+3,889.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -2.1% | +0.1% | -2.3% | -2.2% |
| 30D | -1.6% | +0.1% | -1.7% | -1.7% |
| 3M | +2.3% | +2.0% | +0.3% | +0.5% |
| 6M | +14.9% | +13.0% | +1.9% | +5.3% |
| YTD | +7.5% | +13.6% | -6.1% | -2.0% |
| 1Y | +55.7% | +20.1% | +35.6% | +36.6% |
| 3Y | +110.6% | +77.6% | +33.0% | +41.1% |
| 5Y | +363.4% | +82.4% | +281.0% | +200.3% |
| 10Y | +1,649.0% | +316.8% | +1,332.1% | +508.5% |
| All | +4,706.4% | +817.1% | +3,889.3% | +913.4% |
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