+1,549.9%
LLY vs VNQ
+64.0%
+1,485.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | -2.9% | -1.3% | -1.7% | -2.4% |
| 30D | -8.4% | -2.6% | -5.9% | -7.4% |
| 3M | -3.8% | -2.0% | -1.7% | -2.9% |
| 6M | +11.9% | +4.3% | +7.6% | +9.9% |
| YTD | +4.3% | +9.2% | -4.9% | +0.3% |
| 1Y | +48.5% | +5.6% | +42.8% | +44.8% |
| 3Y | +91.2% | +30.8% | +60.4% | +69.3% |
| 5Y | +387.5% | +8.0% | +379.5% | +365.2% |
| All | +1,549.9% | +64.0% | +1,485.9% | +1,182.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling