+108.3%
V vs LII
+17.0%
+91.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.1% |
| 7D | +0.9% | +2.9% | -2.0% | +0.3% |
| 30D | +9.0% | +0.9% | +8.1% | +8.6% |
| 3M | +16.7% | -15.5% | +32.2% | +20.7% |
| 6M | +33.4% | -30.2% | +63.6% | +42.1% |
| YTD | +22.4% | -26.8% | +49.2% | +27.6% |
| 1Y | +27.7% | -25.3% | +53.0% | +32.4% |
| 3Y | +78.0% | -7.8% | +85.7% | +65.7% |
| All | +108.3% | +17.0% | +91.3% | +70.7% |
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 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