+1,545.2%
LLY vs VO
+192.5%
+1,352.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.9% |
| 7D | -3.1% | +0.6% | -3.7% | -3.4% |
| 30D | -5.1% | -1.1% | -4.0% | -4.6% |
| 3M | -2.1% | +4.5% | -6.6% | -4.5% |
| 6M | +13.8% | +11.1% | +2.8% | +7.4% |
| YTD | +5.1% | +13.5% | -8.5% | -2.1% |
| 1Y | +53.1% | +14.5% | +38.6% | +41.9% |
| 3Y | +95.6% | +58.1% | +37.5% | +52.4% |
| 5Y | +361.5% | +43.3% | +318.2% | +273.3% |
| 10Y | +1,545.2% | +193.2% | +1,352.0% | +730.6% |
| All | +1,545.2% | +192.5% | +1,352.7% | +730.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling