+1,549.9%
LLY vs VTI
+305.0%
+1,244.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.2% |
| 7D | -2.9% | -0.9% | -2.0% | -2.4% |
| 30D | -8.4% | -1.4% | -7.0% | -7.6% |
| 3M | -3.8% | +3.6% | -7.4% | -6.2% |
| 6M | +11.9% | +13.6% | -1.7% | +2.9% |
| YTD | +4.3% | +12.9% | -8.6% | -3.8% |
| 1Y | +48.5% | +17.2% | +31.2% | +33.5% |
| 3Y | +91.2% | +75.7% | +15.6% | +32.8% |
| 5Y | +387.5% | +75.4% | +312.0% | +234.2% |
| All | +1,549.9% | +305.0% | +1,244.8% | +483.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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