+788.1%
VOO vs LII
+870.8%
-82.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +1.0% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | -5.4% | -4.6% | -0.8% | -4.3% |
| 3M | -4.1% | -21.2% | +17.2% | +3.3% |
| 6M | +0.7% | -36.4% | +37.2% | +15.0% |
| YTD | +8.7% | -28.9% | +37.7% | +18.0% |
| 1Y | +11.0% | -29.5% | +40.5% | +20.6% |
| 3Y | +75.5% | -8.6% | +84.0% | +67.0% |
| 5Y | +68.4% | +20.2% | +48.1% | +40.3% |
| 10Y | +315.7% | +166.2% | +149.5% | +148.3% |
| All | +788.1% | +870.8% | -82.7% | +210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling