+14,715.5%
VLO vs LII
+3,124.4%
+11,591.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.1% | -0.4% |
| 7D | +5.2% | -0.7% | +5.9% | +5.4% |
| 30D | +22.6% | -12.6% | +35.2% | +28.0% |
| 3M | +43.8% | -24.4% | +68.2% | +54.9% |
| 6M | +65.7% | -28.7% | +94.4% | +79.6% |
| YTD | +131.1% | -19.1% | +150.2% | +138.6% |
| 1Y | +143.6% | -29.7% | +173.3% | +162.2% |
| 3Y | +201.4% | +4.8% | +196.6% | +172.1% |
| 5Y | +568.9% | +24.6% | +544.3% | +443.5% |
| 10Y | +891.8% | +169.2% | +722.6% | +499.4% |
| All | +14,715.5% | +3,124.4% | +11,591.1% | +3,495.5% |
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 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