+822.6%
VOO vs LNT
+551.9%
+270.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | +0.5% | +1.0% | -0.5% | +0.1% |
| 30D | -0.9% | -1.1% | +0.2% | -0.5% |
| 3M | +3.9% | -3.6% | +7.5% | +5.1% |
| 6M | +14.5% | -2.7% | +17.2% | +15.2% |
| YTD | +13.0% | +8.0% | +4.9% | +8.5% |
| 1Y | +19.4% | +10.5% | +9.0% | +13.5% |
| 3Y | +78.9% | +49.6% | +29.3% | +46.4% |
| 5Y | +82.3% | +32.2% | +50.0% | +55.6% |
| 10Y | +314.2% | +141.8% | +172.4% | +159.1% |
| All | +822.6% | +551.9% | +270.7% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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