+65.7%
LILAK vs VT
+18.7%
+47.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.8% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | +2.5% | -1.4% | +3.9% | +2.8% |
| 3M | +62.1% | +4.7% | +57.4% | +58.0% |
| 6M | +64.9% | +11.4% | +53.5% | +54.3% |
| YTD | +71.3% | +13.1% | +58.2% | +57.7% |
| 1Y | +65.7% | +19.0% | +46.7% | +42.9% |
| All | +65.7% | +18.7% | +47.0% | +42.9% |
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