-10.1%
LILA vs VT
+66.2%
-76.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.8% |
| 7D | -0.5% | +0.4% | -0.9% | -1.0% |
| 30D | +1.7% | +1.0% | +0.7% | +0.5% |
| 3M | +67.4% | +2.4% | +65.1% | +61.2% |
| 6M | +53.3% | +12.0% | +41.3% | +32.1% |
| YTD | +69.7% | +15.3% | +54.4% | +40.7% |
| 1Y | +56.8% | +22.6% | +34.2% | +20.0% |
| 3Y | +43.5% | +74.7% | -31.2% | -31.9% |
| All | -10.1% | +66.2% | -76.3% | -54.0% |
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