+73.7%
VTI vs LII
+21.2%
+52.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.2% |
| 7D | -0.4% | +0.5% | -0.8% | -0.5% |
| 30D | -1.6% | -11.2% | +9.6% | +1.9% |
| 3M | +3.6% | -28.8% | +32.4% | +13.3% |
| 6M | +13.0% | -26.9% | +39.9% | +21.8% |
| YTD | +12.7% | -22.2% | +34.9% | +18.2% |
| 1Y | +18.4% | -32.0% | +50.3% | +29.5% |
| 3Y | +76.4% | -0.4% | +76.9% | +60.5% |
| 5Y | +73.7% | +22.4% | +51.3% | +37.3% |
| All | +73.7% | +21.2% | +52.5% | +37.3% |
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