+104.6%
VGT vs LII
+17.0%
+87.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | +2.5% | +2.9% | -0.5% | +1.4% |
| 30D | -9.5% | +0.9% | -10.4% | -10.3% |
| 3M | -9.5% | -15.5% | +6.0% | -4.3% |
| 6M | -1.8% | -30.2% | +28.4% | +9.8% |
| YTD | +18.4% | -26.8% | +45.2% | +27.7% |
| 1Y | +18.7% | -25.3% | +44.0% | +26.7% |
| 3Y | +103.8% | -7.8% | +111.6% | +86.1% |
| All | +104.6% | +17.0% | +87.6% | +49.9% |
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