-21.7%
LNN vs VOO
+80.3%
-102.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -4.5% | -2.0% | -2.5% | -2.9% |
| 30D | +2.4% | -1.7% | +4.0% | +3.8% |
| 3M | +4.4% | +4.7% | -0.4% | +0.4% |
| 6M | -7.6% | +12.6% | -20.1% | -16.5% |
| YTD | +0.5% | +11.8% | -11.3% | -8.8% |
| 1Y | -13.7% | +17.5% | -31.2% | -25.1% |
| 3Y | +0.8% | +77.0% | -76.2% | -38.7% |
| 5Y | -21.7% | +82.6% | -104.2% | -53.7% |
| All | -21.7% | +80.3% | -102.0% | -53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling