+95.6%
LLY vs VTI
+77.6%
+18.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.9% |
| 7D | -3.1% | +0.6% | -3.8% | -3.5% |
| 30D | -5.1% | -1.1% | -4.0% | -4.4% |
| 3M | -2.1% | +3.9% | -6.0% | -4.8% |
| 6M | +13.8% | +14.6% | -0.8% | +3.2% |
| YTD | +5.1% | +13.3% | -8.2% | -4.2% |
| 1Y | +53.1% | +19.2% | +34.0% | +34.4% |
| 3Y | +95.6% | +77.4% | +18.2% | +23.9% |
| All | +95.6% | +77.6% | +18.1% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling