+103.3%
VLO vs LII
-28.3%
+131.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +3.3% |
| 7D | -6.5% | -1.2% | -5.3% | -6.6% |
| 30D | -17.8% | -2.0% | -15.8% | -17.7% |
| 3M | +19.6% | -20.2% | +39.8% | +16.9% |
| 6M | +49.3% | -32.5% | +81.8% | +44.8% |
| YTD | +122.4% | -27.4% | +149.8% | +115.6% |
| All | +103.3% | -28.3% | +131.7% | +97.3% |
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