+7,287.3%
VTR vs LII
+3,124.4%
+4,163.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.4% |
| 7D | -1.7% | -0.7% | -1.0% | -1.5% |
| 30D | -2.4% | -12.6% | +10.2% | +1.7% |
| 3M | +14.8% | -24.4% | +39.2% | +23.6% |
| 6M | +5.3% | -28.7% | +34.0% | +14.6% |
| YTD | +18.1% | -19.1% | +37.2% | +22.7% |
| 1Y | +36.7% | -29.7% | +66.4% | +47.8% |
| 3Y | +130.1% | +4.8% | +125.3% | +109.5% |
| 5Y | +89.5% | +24.6% | +64.9% | +58.7% |
| 10Y | +87.4% | +169.2% | -81.8% | +19.9% |
| All | +7,287.3% | +3,124.4% | +4,163.0% | +2,036.7% |
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 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