+14.9%
VTI vs LII
-26.0%
+40.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.6% | -2.1% | +1.1% |
| 7D | -0.6% | +7.9% | -8.5% | -1.6% |
| 30D | -1.0% | -0.6% | -0.4% | -1.1% |
| 3M | -0.8% | -19.3% | +18.6% | +2.2% |
| 6M | +7.1% | -29.8% | +36.9% | +11.6% |
| YTD | +13.4% | -25.4% | +38.8% | +15.3% |
| 1Y | +14.9% | -26.2% | +41.1% | +17.1% |
| All | +14.9% | -26.0% | +40.9% | +17.1% |
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 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