+92.3%
ROIV vs LII
-26.1%
+118.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | +1.7% | +2.9% | -1.3% | +1.2% |
| 30D | +17.6% | +0.9% | +16.7% | +17.1% |
| 3M | +9.0% | -15.5% | +24.5% | +12.0% |
| 6M | +35.3% | -30.2% | +65.5% | +43.0% |
| YTD | +82.2% | -26.8% | +109.0% | +87.8% |
| 1Y | +92.3% | -25.3% | +117.5% | +96.7% |
| All | +92.3% | -26.1% | +118.3% | +96.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling