+78.1%
VOO vs LII
-8.2%
+86.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | +2.6% | +2.9% | -0.4% | +2.0% |
| 30D | -2.0% | +0.9% | -2.9% | -2.5% |
| 3M | -2.8% | -15.5% | +12.8% | +0.5% |
| 6M | +2.2% | -30.2% | +32.4% | +8.9% |
| YTD | +11.5% | -26.8% | +38.4% | +16.4% |
| 1Y | +13.5% | -25.3% | +38.8% | +17.7% |
| 3Y | +78.1% | -7.8% | +85.8% | +75.1% |
| All | +78.1% | -8.2% | +86.2% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling