+63.9%
VXUS vs LII
-8.7%
+72.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.5% |
| 7D | -1.8% | -0.6% | -1.1% | -1.6% |
| 30D | -4.6% | -4.6% | 0.0% | -3.9% |
| 3M | -6.1% | -21.2% | +15.1% | -1.7% |
| 6M | -4.9% | -36.4% | +31.5% | +3.3% |
| YTD | +8.1% | -28.9% | +37.0% | +13.8% |
| 1Y | +12.1% | -29.5% | +41.6% | +18.2% |
| 3Y | +63.9% | -8.6% | +72.4% | +61.1% |
| All | +63.9% | -8.7% | +72.6% | +61.1% |
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 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