+7.7%
V vs LII
-28.2%
+35.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.1% |
| 7D | -1.7% | -0.7% | -1.0% | -1.7% |
| 30D | +2.0% | -12.6% | +14.6% | +3.0% |
| 3M | +17.4% | -24.4% | +41.8% | +19.4% |
| 6M | +17.5% | -28.7% | +46.2% | +20.0% |
| YTD | +7.6% | -19.1% | +26.7% | +7.4% |
| 1Y | +7.7% | -29.7% | +37.4% | +8.4% |
| All | +7.7% | -28.2% | +35.9% | +8.4% |
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