+55.6%
VFC vs LII
-26.0%
+81.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.6% | +0.8% | +2.3% |
| 7D | +21.5% | +7.9% | +13.6% | +16.3% |
| 30D | +46.7% | -0.6% | +47.3% | +45.9% |
| 3M | +38.4% | -19.3% | +57.7% | +56.5% |
| 6M | +15.2% | -29.8% | +45.1% | +42.1% |
| YTD | +17.8% | -25.4% | +43.2% | +32.6% |
| 1Y | +55.6% | -26.2% | +81.8% | +78.6% |
| All | +55.6% | -26.0% | +81.6% | +78.6% |
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