+310.0%
VOO vs LII
+170.7%
+139.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.2% | +1.6% |
| 7D | +0.1% | -1.2% | +1.3% | +0.5% |
| 30D | -3.3% | -2.0% | -1.4% | -3.1% |
| 3M | -2.4% | -20.2% | +17.8% | +4.4% |
| 6M | +2.6% | -32.5% | +35.1% | +14.3% |
| YTD | +11.3% | -27.4% | +38.7% | +19.5% |
| 1Y | +13.4% | -28.2% | +41.6% | +22.1% |
| 3Y | +80.3% | -7.2% | +87.5% | +69.2% |
| 5Y | +72.7% | +19.9% | +52.8% | +41.6% |
| 10Y | +310.0% | +168.6% | +141.4% | +156.2% |
| All | +310.0% | +170.7% | +139.3% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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