+139.5%
LLY vs VTI
+79.4%
+60.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | -0.4% |
| 7D | +1.4% | -0.7% | +2.1% | +1.8% |
| 30D | +21.5% | -1.9% | +23.5% | +22.8% |
| 3M | +18.5% | -1.4% | +19.9% | +19.3% |
| 6M | +49.1% | +3.5% | +45.6% | +45.1% |
| YTD | +34.4% | +12.6% | +21.8% | +23.3% |
| 1Y | +46.3% | +12.7% | +33.6% | +34.1% |
| All | +139.5% | +79.4% | +60.1% | +76.1% |
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