+99.1%
V vs LII
+19.9%
+79.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.4% |
| 7D | +2.2% | -0.6% | +2.8% | +2.4% |
| 30D | +13.6% | -4.6% | +18.2% | +14.5% |
| 3M | +14.3% | -21.2% | +35.5% | +19.9% |
| 6M | +33.1% | -36.4% | +69.5% | +44.8% |
| YTD | +21.2% | -28.9% | +50.2% | +27.2% |
| 1Y | +26.4% | -29.5% | +56.0% | +32.9% |
| 3Y | +77.6% | -8.6% | +86.2% | +65.6% |
| All | +99.1% | +19.9% | +79.2% | +58.8% |
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