+182.1%
LLYVK vs VT
+63.5%
+118.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | +1.8% | -2.3% | +4.2% | +4.2% |
| 30D | +8.3% | -5.0% | +13.3% | +13.9% |
| 3M | +2.5% | -4.9% | +7.4% | +7.6% |
| 6M | +9.0% | -1.5% | +10.6% | +9.6% |
| YTD | +27.8% | +8.5% | +19.3% | +15.0% |
| 1Y | +26.1% | +11.4% | +14.7% | +10.0% |
| 3Y | +204.0% | +70.1% | +133.9% | +56.9% |
| All | +182.1% | +63.5% | +118.7% | +47.8% |
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