+162.7%
LLYVK vs VT
+73.8%
+88.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.4% | +0.4% | -4.8% | -4.8% |
| 30D | -4.5% | +1.0% | -5.5% | -5.5% |
| 3M | +8.2% | +2.4% | +5.8% | +5.0% |
| 6M | +1.8% | +12.0% | -10.2% | -10.7% |
| YTD | +19.0% | +15.3% | +3.7% | +0.8% |
| 1Y | +2.1% | +22.6% | -20.5% | -19.9% |
| 3Y | +189.0% | +74.7% | +114.3% | +42.5% |
| All | +162.7% | +73.8% | +88.9% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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