+54.5%
LILA vs VT
+10.5%
+44.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.6% | -2.3% | +7.9% | +5.7% |
| 30D | 0.0% | -5.0% | +5.0% | +0.6% |
| 3M | +2.4% | -4.9% | +7.3% | +3.1% |
| 6M | +60.9% | -1.5% | +62.5% | +59.9% |
| YTD | +77.5% | +8.5% | +69.0% | +63.8% |
| 1Y | +54.5% | +11.4% | +43.1% | +38.4% |
| All | +54.5% | +10.5% | +44.0% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling