+57.3%
LLY vs VO
+16.3%
+41.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.2% |
| 7D | +10.1% | +1.0% | +9.1% | +9.5% |
| 30D | +24.0% | +2.6% | +21.4% | +22.4% |
| 3M | +27.3% | -0.3% | +27.5% | +27.3% |
| 6M | +47.0% | +7.6% | +39.4% | +39.5% |
| YTD | +32.6% | +14.7% | +17.9% | +19.6% |
| 1Y | +57.3% | +16.4% | +40.9% | +40.7% |
| All | +57.3% | +16.3% | +41.1% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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