+59.0%
LLYX vs VOO
+48.0%
+11.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.3% |
| 7D | +13.2% | +2.6% | +10.6% | +10.1% |
| 30D | +38.5% | -2.0% | +40.5% | +41.5% |
| 3M | +34.0% | -2.8% | +36.8% | +38.0% |
| 6M | +79.7% | +2.2% | +77.5% | +72.2% |
| YTD | +43.8% | +11.5% | +32.3% | +22.0% |
| 1Y | +55.8% | +13.5% | +42.3% | +28.9% |
| All | +59.0% | +48.0% | +11.0% | -5.9% |
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