+1.2%
LLYX vs VOO
+49.2%
-48.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | -6.3% | -0.4% | -5.9% | -5.9% |
| 30D | -17.8% | -1.4% | -16.4% | -16.5% |
| 3M | -8.7% | +3.7% | -12.4% | -13.6% |
| 6M | +10.2% | +13.0% | -2.8% | -7.3% |
| YTD | -8.4% | +12.4% | -20.9% | -22.8% |
| 1Y | +75.7% | +18.6% | +57.1% | +37.3% |
| All | +1.2% | +49.2% | -48.0% | -40.5% |
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 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