+3,902.6%
LLY vs VTV
+736.6%
+3,166.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +6.6% | +2.9% | +3.7% | +4.5% |
| 30D | +19.4% | +3.8% | +15.6% | +16.5% |
| 3M | +19.6% | +1.6% | +18.0% | +18.4% |
| 6M | +42.6% | +11.2% | +31.4% | +32.2% |
| YTD | +35.0% | +22.0% | +13.0% | +17.3% |
| 1Y | +42.0% | +24.9% | +17.1% | +21.3% |
| 3Y | +140.5% | +78.5% | +62.0% | +59.4% |
| 5Y | +479.9% | +77.8% | +402.1% | +283.3% |
| 10Y | +2,059.2% | +231.1% | +1,828.2% | +799.3% |
| All | +3,902.6% | +736.6% | +3,166.0% | +694.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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