+5,548.9%
LLY vs VXUS
+156.4%
+5,392.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | -4.5% | -1.8% | -2.7% | -3.6% |
| 30D | +13.9% | -4.6% | +18.5% | +16.6% |
| 3M | +13.8% | -6.1% | +19.8% | +17.3% |
| 6M | +37.6% | -4.9% | +42.5% | +40.1% |
| YTD | +26.6% | +8.1% | +18.5% | +20.3% |
| 1Y | +45.3% | +12.1% | +33.3% | +35.5% |
| 3Y | +132.2% | +63.9% | +68.4% | +77.1% |
| 5Y | +434.7% | +43.1% | +391.5% | +333.0% |
| 10Y | +2,084.3% | +139.2% | +1,945.1% | +1,217.9% |
| All | +5,548.9% | +156.4% | +5,392.5% | +3,097.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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