+55.8%
LLYX vs VT
+11.9%
+43.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | +13.2% | +2.4% | +10.8% | +11.7% |
| 30D | +38.5% | -1.5% | +40.1% | +39.5% |
| 3M | +34.0% | -4.1% | +38.2% | +36.8% |
| 6M | +79.7% | +0.6% | +79.2% | +75.4% |
| YTD | +43.8% | +11.0% | +32.8% | +18.3% |
| 1Y | +55.8% | +13.3% | +42.4% | +24.8% |
| All | +55.8% | +11.9% | +43.9% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling