+38.4%
VIK vs LII
-31.7%
+70.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +3.1% |
| 7D | +3.6% | +2.1% | +1.5% | +2.8% |
| 30D | -16.7% | -12.4% | -4.3% | -13.1% |
| 3M | -1.1% | -24.8% | +23.7% | +6.7% |
| 6M | +27.8% | -25.2% | +53.0% | +35.7% |
| YTD | +23.3% | -20.3% | +43.6% | +27.9% |
| All | +38.4% | -31.7% | +70.0% | +45.9% |
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 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