+77.6%
V vs LII
-6.9%
+84.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -2.8% |
| 7D | +2.9% | +0.2% | +2.7% | +2.9% |
| 30D | +14.0% | -4.6% | +18.6% | +14.6% |
| 3M | +14.9% | -21.7% | +36.5% | +18.7% |
| 6M | +31.7% | -32.8% | +64.5% | +38.1% |
| YTD | +21.2% | -27.5% | +48.7% | +24.5% |
| 1Y | +25.3% | -28.0% | +53.2% | +28.8% |
| All | +77.6% | -6.9% | +84.5% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling