+3,275.8%
LLY vs VNQ
+392.1%
+2,883.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | -5.1% | -2.5% | -2.5% | -4.2% |
| 3M | -2.1% | +1.4% | -3.4% | -2.5% |
| 6M | +13.8% | +4.6% | +9.3% | +12.1% |
| YTD | +5.1% | +10.5% | -5.4% | +1.4% |
| 1Y | +53.1% | +8.4% | +44.7% | +48.8% |
| 3Y | +95.6% | +32.4% | +63.2% | +76.3% |
| 5Y | +361.5% | +5.5% | +356.0% | +346.4% |
| 10Y | +1,545.2% | +59.1% | +1,486.1% | +1,252.5% |
| All | +3,275.8% | +392.1% | +2,883.8% | +1,339.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VNQ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling