+5,854.6%
LLY vs VXUS
+161.9%
+5,692.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | +4.6% | +2.3% | +2.3% | +3.4% |
| 30D | +22.4% | -2.2% | +24.6% | +23.7% |
| 3M | +17.1% | -5.4% | +22.5% | +20.3% |
| 6M | +44.6% | -1.2% | +45.9% | +44.5% |
| YTD | +33.5% | +10.4% | +23.1% | +25.4% |
| 1Y | +41.1% | +11.8% | +29.3% | +31.7% |
| 3Y | +143.8% | +68.4% | +75.4% | +83.3% |
| 5Y | +473.4% | +45.9% | +427.5% | +360.1% |
| 10Y | +2,035.0% | +144.7% | +1,890.2% | +1,173.7% |
| All | +5,854.6% | +161.9% | +5,692.7% | +3,234.9% |
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