+49.9%
TRV vs LII
-26.0%
+75.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.6% | -0.1% | +3.2% |
| 7D | +3.9% | +7.9% | -4.0% | +3.2% |
| 30D | +13.5% | -0.6% | +14.1% | +13.4% |
| 3M | +8.9% | -19.3% | +28.2% | +10.3% |
| 6M | +36.8% | -29.8% | +66.6% | +39.1% |
| YTD | +42.7% | -25.4% | +68.1% | +44.8% |
| 1Y | +49.9% | -26.2% | +76.1% | +51.9% |
| All | +49.9% | -26.0% | +75.9% | +51.9% |
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