+26.7%
LII vs VT
+60.6%
-33.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +1.6% |
| 7D | +7.9% | -0.3% | +8.2% | +8.3% |
| 30D | -0.6% | -1.4% | +0.8% | +1.0% |
| 3M | -19.3% | -1.4% | -18.0% | -18.2% |
| 6M | -29.8% | +5.5% | -35.3% | -34.0% |
| YTD | -25.4% | +12.8% | -38.2% | -35.2% |
| 1Y | -26.2% | +15.4% | -41.6% | -37.5% |
| 3Y | -4.5% | +76.9% | -81.4% | -50.4% |
| 5Y | +26.7% | +60.4% | -33.7% | -28.2% |
| All | +26.7% | +60.6% | -33.9% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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