+54.0%
LLYX vs VT
+11.9%
+42.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +9.0% | +2.9% | +6.1% | +7.2% |
| 30D | +45.9% | -2.5% | +48.4% | +47.5% |
| 3M | +28.8% | -3.3% | +32.2% | +30.8% |
| 6M | +85.5% | +1.5% | +84.0% | +79.4% |
| YTD | +41.1% | +11.4% | +29.8% | +17.3% |
| 1Y | +54.0% | +11.9% | +42.1% | +26.7% |
| All | +54.0% | +11.9% | +42.2% | +26.7% |
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