-8.2%
VFC vs LII
-28.2%
+20.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +1.7% |
| 7D | -1.6% | -0.7% | -0.9% | -1.2% |
| 30D | -11.6% | -12.6% | +1.0% | -4.6% |
| 3M | -18.1% | -24.4% | +6.3% | -3.8% |
| 6M | -27.4% | -28.7% | +1.3% | -12.7% |
| YTD | -24.8% | -19.1% | -5.7% | -16.3% |
| 1Y | -8.2% | -29.7% | +21.5% | +5.2% |
| All | -8.2% | -28.2% | +20.0% | +5.2% |
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