+21.2%
VZ vs LII
+19.4%
+1.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | +2.4% | +0.4% | +1.9% | +2.3% |
| 30D | +11.2% | -2.4% | +13.6% | +11.4% |
| 3M | 0.0% | -17.5% | +17.5% | +1.9% |
| 6M | +1.3% | -32.8% | +34.1% | +4.9% |
| YTD | +21.3% | -27.7% | +49.0% | +24.2% |
| 1Y | +23.9% | -28.1% | +52.0% | +26.9% |
| 3Y | +57.7% | -9.7% | +67.4% | +53.3% |
| 5Y | +21.2% | +19.5% | +1.7% | +7.2% |
| All | +21.2% | +19.4% | +1.9% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling