+72.7%
IVV vs LII
+23.0%
+49.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.2% | +1.7% |
| 7D | +0.1% | -1.2% | +1.3% | +0.4% |
| 30D | -3.3% | -2.0% | -1.4% | -3.1% |
| 3M | -2.4% | -20.2% | +17.9% | +3.6% |
| 6M | +2.6% | -32.5% | +35.1% | +12.8% |
| YTD | +11.3% | -27.4% | +38.7% | +18.3% |
| 1Y | +13.4% | -28.2% | +41.6% | +20.9% |
| 3Y | +80.3% | -7.2% | +87.5% | +67.1% |
| 5Y | +72.7% | +19.9% | +52.8% | +35.3% |
| All | +72.7% | +23.0% | +49.7% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling