+420.0%
VLO vs LII
+19.9%
+400.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.2% |
| 7D | -13.3% | -0.6% | -12.7% | -13.3% |
| 30D | -18.3% | -4.6% | -13.7% | -18.1% |
| 3M | +14.3% | -21.2% | +35.6% | +16.3% |
| 6M | +47.6% | -36.4% | +84.1% | +52.7% |
| YTD | +116.0% | -28.9% | +144.9% | +119.1% |
| 1Y | +101.0% | -29.5% | +130.5% | +104.0% |
| 3Y | +199.0% | -8.6% | +207.6% | +194.1% |
| All | +420.0% | +19.9% | +400.1% | +385.4% |
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