+682.7%
VRT vs LII
+15.7%
+667.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.0% |
| 7D | +18.6% | -0.2% | +18.8% | +18.9% |
| 30D | -11.7% | -0.6% | -11.1% | -13.7% |
| 3M | -27.3% | -17.0% | -10.3% | -18.9% |
| 6M | -42.9% | -31.1% | -11.7% | -27.5% |
| YTD | +29.5% | -27.7% | +57.1% | +56.1% |
| 1Y | +21.0% | -26.2% | +47.2% | +43.4% |
| 3Y | +403.1% | -9.6% | +412.7% | +368.4% |
| All | +682.7% | +15.7% | +667.0% | +419.7% |
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