+76.9%
VTV vs LII
-8.4%
+85.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | +3.2% | -2.4% | +5.6% | +3.5% |
| 3M | +1.7% | -17.5% | +19.1% | +5.2% |
| 6M | +11.0% | -32.8% | +43.9% | +18.6% |
| YTD | +21.0% | -27.7% | +48.7% | +26.4% |
| 1Y | +24.3% | -28.1% | +52.3% | +29.8% |
| 3Y | +76.9% | -9.7% | +86.6% | +72.8% |
| All | +76.9% | -8.4% | +85.3% | +72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling