-32.0%
VST vs LII
-29.2%
-2.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.0% | +12.5% | +10.8% |
| 7D | -9.8% | -0.6% | -9.2% | -9.9% |
| 30D | -25.1% | -4.6% | -20.6% | -24.8% |
| 3M | -11.6% | -21.2% | +9.6% | -7.4% |
| 6M | -20.9% | -36.4% | +15.5% | -14.2% |
| YTD | -22.3% | -28.9% | +6.6% | -17.0% |
| 1Y | -32.0% | -29.5% | -2.5% | -26.7% |
| All | -32.0% | -29.2% | -2.8% | -26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling