+173.8%
LNC vs VOO
+807.8%
-634.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.3% |
| 7D | -1.3% | -0.4% | -1.0% | -0.6% |
| 30D | -4.7% | -1.4% | -3.3% | -2.2% |
| 3M | +24.5% | +3.7% | +20.8% | +16.3% |
| 6M | +31.2% | +13.0% | +18.2% | +4.7% |
| YTD | +1.2% | +12.4% | -11.2% | -18.3% |
| 1Y | +9.7% | +18.6% | -8.9% | -19.8% |
| 3Y | +100.3% | +78.1% | +22.3% | -29.7% |
| 5Y | -15.2% | +82.3% | -97.5% | -70.9% |
| 10Y | +36.7% | +322.5% | -285.9% | -88.6% |
| All | +173.8% | +807.8% | -634.0% | -94.6% |
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