+120.6%
VLO vs LII
-26.0%
+146.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.6% | -9.4% | -5.2% |
| 7D | -6.0% | +7.9% | -13.9% | -4.8% |
| 30D | -12.9% | -0.6% | -12.3% | -12.6% |
| 3M | +18.3% | -19.3% | +37.7% | +16.0% |
| 6M | +46.4% | -29.8% | +76.3% | +42.9% |
| YTD | +127.7% | -25.4% | +153.1% | +122.2% |
| 1Y | +120.6% | -26.2% | +146.8% | +115.5% |
| All | +120.6% | -26.0% | +146.6% | +115.5% |
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 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