+67.8%
IVV vs LII
+22.0%
+45.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -3.6% |
| 7D | -4.8% | +0.2% | -4.9% | -4.8% |
| 30D | -5.9% | -4.6% | -1.3% | -5.0% |
| 3M | -4.5% | -21.7% | +17.1% | +1.8% |
| 6M | +1.8% | -32.8% | +34.6% | +12.1% |
| YTD | +8.4% | -27.5% | +35.9% | +15.2% |
| 1Y | +9.4% | -28.0% | +37.4% | +16.4% |
| 3Y | +75.3% | -7.2% | +82.5% | +62.5% |
| 5Y | +67.8% | +22.6% | +45.2% | +30.1% |
| All | +67.8% | +22.0% | +45.8% | +30.1% |
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 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