+1.1%
LLYX vs VOO
+48.3%
-47.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | -6.4% | -2.0% | -4.4% | -4.2% |
| 30D | -15.6% | -1.7% | -13.9% | -13.9% |
| 3M | -7.5% | +4.7% | -12.2% | -13.6% |
| 6M | +11.6% | +12.6% | -0.9% | -5.7% |
| YTD | -8.6% | +11.8% | -20.3% | -22.3% |
| 1Y | +73.5% | +17.5% | +56.0% | +37.2% |
| All | +1.1% | +48.3% | -47.2% | -40.1% |
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