+6.7%
LVS vs LII
+25.8%
-19.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | +0.3% | +2.1% | -1.8% | -0.3% |
| 30D | -3.9% | -12.4% | +8.5% | -0.3% |
| 3M | -12.9% | -24.8% | +11.9% | -7.0% |
| 6M | -16.9% | -25.2% | +8.2% | -11.8% |
| YTD | -31.2% | -20.3% | -11.0% | -29.0% |
| 1Y | -16.4% | -32.9% | +16.5% | -8.5% |
| 3Y | -4.4% | +2.0% | -6.5% | -14.0% |
| 5Y | +6.7% | +24.4% | -17.8% | -5.5% |
| All | +6.7% | +25.8% | -19.2% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling