+4,241.0%
LLY vs VNQ
+399.1%
+3,841.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | +6.7% | +0.8% | +6.0% | +6.5% |
| 30D | +19.6% | +6.8% | +12.8% | +16.9% |
| 3M | +19.7% | -1.3% | +21.0% | +20.3% |
| 6M | +42.7% | +2.4% | +40.4% | +41.6% |
| YTD | +35.1% | +12.1% | +23.0% | +29.8% |
| 1Y | +42.2% | +12.0% | +30.2% | +36.6% |
| 3Y | +140.8% | +44.8% | +96.0% | +110.5% |
| 5Y | +480.6% | +6.9% | +473.7% | +459.2% |
| 10Y | +2,061.9% | +82.9% | +1,978.9% | +1,600.1% |
| All | +4,241.0% | +399.1% | +3,841.9% | +1,741.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling