+743.6%
VLO vs LII
+170.7%
+572.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.4% |
| 7D | -6.5% | -1.2% | -5.3% | -6.2% |
| 30D | -17.8% | -2.0% | -15.8% | -17.8% |
| 3M | +19.6% | -20.2% | +39.8% | +26.6% |
| 6M | +49.3% | -32.5% | +81.8% | +63.2% |
| YTD | +122.4% | -27.4% | +149.8% | +133.2% |
| 1Y | +107.4% | -28.2% | +135.6% | +118.0% |
| 3Y | +223.1% | -7.2% | +230.3% | +191.6% |
| 5Y | +432.2% | +19.9% | +412.3% | +315.1% |
| 10Y | +743.6% | +168.6% | +575.0% | +304.1% |
| All | +743.6% | +170.7% | +572.9% | +304.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling