+3,409.5%
LLY vs VTI
+943.4%
+2,466.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +6.6% | +2.5% | +4.1% | +4.8% |
| 30D | +19.4% | -1.5% | +21.0% | +20.6% |
| 3M | +19.6% | -3.2% | +22.8% | +22.1% |
| 6M | +42.6% | +2.3% | +40.3% | +39.5% |
| YTD | +35.0% | +11.6% | +23.3% | +24.1% |
| 1Y | +42.0% | +13.8% | +28.2% | +28.9% |
| 3Y | +140.5% | +77.4% | +63.1% | +58.7% |
| 5Y | +479.9% | +64.6% | +415.3% | +296.1% |
| 10Y | +2,059.2% | +290.6% | +1,768.7% | +662.0% |
| All | +3,409.5% | +943.4% | +2,466.1% | +420.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling