+3.2%
LILA vs VT
+57.4%
-54.2%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +1.5% |
| 7D | +7.6% | +0.4% | +7.3% | +6.8% |
| 30D | +14.7% | -2.6% | +17.3% | +17.6% |
| 3M | +9.2% | -3.2% | +12.4% | +12.6% |
| 6M | +79.2% | +0.9% | +78.3% | +74.1% |
| YTD | +85.0% | +11.3% | +73.7% | +58.8% |
| 1Y | +74.0% | +14.0% | +60.0% | +44.8% |
| 3Y | +114.0% | +75.8% | +38.2% | -1.2% |
| 5Y | +3.2% | +57.8% | -54.6% | -44.7% |
| All | +3.2% | +57.4% | -54.2% | -44.7% |
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