+960.3%
VTI vs LII
+5,706.0%
-4,745.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.7% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | 0.0% | -12.6% | +12.6% | +4.6% |
| 3M | +2.0% | -24.4% | +26.4% | +10.5% |
| 6M | +13.0% | -28.7% | +41.7% | +24.0% |
| YTD | +13.9% | -19.1% | +33.1% | +19.2% |
| 1Y | +20.0% | -29.7% | +49.7% | +31.1% |
| 3Y | +75.8% | +4.8% | +71.0% | +62.4% |
| 5Y | +73.8% | +24.6% | +49.3% | +47.9% |
| 10Y | +297.5% | +169.2% | +128.3% | +150.6% |
| All | +960.3% | +5,706.0% | -4,745.6% | +139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling