-27.2%
LII vs VO
+15.0%
-42.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -1.3% |
| 7D | -2.3% | +0.2% | -2.5% | -2.7% |
| 30D | -1.7% | +2.0% | -3.7% | -5.1% |
| 3M | -18.3% | -0.3% | -18.0% | -17.8% |
| 6M | -32.3% | +7.3% | -39.6% | -39.5% |
| YTD | -27.1% | +15.0% | -42.1% | -41.8% |
| 1Y | -27.2% | +14.7% | -41.9% | -41.6% |
| All | -27.2% | +15.0% | -42.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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