-26.2%
LII vs VIG
+19.5%
-45.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | -0.8% |
| 7D | +7.9% | +2.7% | +5.2% | +2.1% |
| 30D | -0.6% | +7.0% | -7.6% | -13.8% |
| 3M | -19.3% | +4.0% | -23.4% | -25.6% |
| 6M | -29.8% | +12.3% | -42.1% | -43.8% |
| YTD | -25.4% | +16.4% | -41.8% | -44.1% |
| 1Y | -26.2% | +19.2% | -45.4% | -46.7% |
| All | -26.2% | +19.5% | -45.7% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling