+947.7%
VTI vs LII
+5,134.0%
-4,186.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.0% |
| 7D | -0.7% | -2.3% | +1.6% | +0.1% |
| 30D | -1.9% | -1.7% | -0.2% | -1.8% |
| 3M | -1.4% | -18.3% | +16.9% | +4.9% |
| 6M | +3.5% | -32.3% | +35.8% | +15.7% |
| YTD | +12.6% | -27.1% | +39.7% | +21.4% |
| 1Y | +12.7% | -27.2% | +39.9% | +21.5% |
| 3Y | +78.8% | -8.9% | +87.8% | +72.9% |
| 5Y | +67.2% | +19.7% | +47.5% | +43.5% |
| 10Y | +293.9% | +168.9% | +125.0% | +147.4% |
| All | +947.7% | +5,134.0% | -4,186.3% | +144.1% |
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 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