+133.8%
VGT vs LII
+25.3%
+108.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | -0.1% |
| 7D | +1.0% | -0.7% | +1.7% | +1.2% |
| 30D | +1.3% | -12.6% | +13.9% | +6.4% |
| 3M | -1.1% | -24.4% | +23.3% | +8.2% |
| 6M | +32.6% | -28.7% | +61.3% | +47.5% |
| YTD | +29.0% | -19.1% | +48.1% | +34.9% |
| 1Y | +39.7% | -29.7% | +69.4% | +54.5% |
| 3Y | +120.9% | +4.8% | +116.1% | +92.8% |
| All | +133.8% | +25.3% | +108.5% | +71.5% |
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