+44.6%
VSH vs LII
-8.5%
+53.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.3% |
| 7D | +12.8% | -2.3% | +15.1% | +14.6% |
| 30D | -9.0% | -1.7% | -7.3% | -9.1% |
| 3M | -12.2% | -18.3% | +6.1% | -2.2% |
| 6M | -15.9% | -32.3% | +16.4% | +3.6% |
| YTD | +103.2% | -27.1% | +130.3% | +133.5% |
| 1Y | +108.4% | -27.2% | +135.6% | +139.9% |
| All | +44.6% | -8.5% | +53.1% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling