+23.9%
VZ vs LII
-27.8%
+51.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | +5.6% | +0.2% | +5.4% | +5.6% |
| 30D | +1.9% | -4.6% | +6.5% | +2.2% |
| 3M | +0.8% | -21.7% | +22.4% | +1.9% |
| 6M | +0.6% | -32.8% | +33.4% | +2.3% |
| YTD | +20.8% | -27.5% | +48.3% | +22.5% |
| 1Y | +23.9% | -28.0% | +51.9% | +25.7% |
| All | +23.9% | -27.8% | +51.8% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling