+546.9%
LNT vs VOO
+817.1%
-270.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -3.2% | +0.1% | -3.2% | -3.2% |
| 3M | -4.1% | +2.0% | -6.1% | -5.3% |
| 6M | -4.6% | +13.0% | -17.6% | -11.2% |
| YTD | +7.0% | +13.6% | -6.6% | -0.8% |
| 1Y | +8.3% | +20.1% | -11.8% | -2.9% |
| 3Y | +51.0% | +77.6% | -26.6% | +5.9% |
| 5Y | +30.2% | +82.4% | -52.3% | -11.6% |
| 10Y | +143.6% | +316.8% | -173.3% | -5.0% |
| All | +546.9% | +817.1% | -270.2% | +45.7% |
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 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