+42.2%
LLY vs VTI
+12.2%
+30.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +6.7% | +2.5% | +4.2% | +5.8% |
| 30D | +19.6% | -1.5% | +21.1% | +19.9% |
| 3M | +19.7% | -3.2% | +22.9% | +20.7% |
| 6M | +42.7% | +2.3% | +40.4% | +40.3% |
| YTD | +35.1% | +11.6% | +23.5% | +22.8% |
| 1Y | +42.2% | +13.8% | +28.4% | +27.7% |
| All | +42.2% | +12.2% | +30.0% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling