+36.8%
LNC vs VOO
+325.3%
-288.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.8% |
| 7D | -3.6% | -0.8% | -2.8% | -2.3% |
| 30D | -0.6% | -1.1% | +0.5% | +1.4% |
| 3M | +21.2% | +3.9% | +17.3% | +13.2% |
| 6M | +35.4% | +13.6% | +21.8% | +7.6% |
| YTD | +1.9% | +12.7% | -10.8% | -17.8% |
| 1Y | +8.9% | +17.6% | -8.7% | -18.7% |
| 3Y | +110.5% | +77.3% | +33.2% | -24.6% |
| 5Y | -13.3% | +84.1% | -97.4% | -70.3% |
| All | +36.8% | +325.3% | -288.5% | -87.5% |
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 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