+13,745.6%
VLO vs LII
+2,734.1%
+11,011.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.7% |
| 7D | -13.3% | -0.6% | -12.7% | -13.3% |
| 30D | -18.3% | -4.6% | -13.7% | -17.6% |
| 3M | +14.3% | -21.2% | +35.6% | +22.5% |
| 6M | +47.6% | -36.4% | +84.1% | +66.7% |
| YTD | +116.0% | -28.9% | +144.9% | +130.8% |
| 1Y | +101.0% | -29.5% | +130.5% | +115.0% |
| 3Y | +199.0% | -8.6% | +207.6% | +181.0% |
| 5Y | +419.0% | +20.2% | +398.8% | +321.9% |
| 10Y | +778.2% | +166.2% | +612.0% | +427.3% |
| All | +13,745.6% | +2,734.1% | +11,011.4% | +3,377.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling