-24.3%
LI price history and return analytics
+131.0%
-155.3%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | +4.7% | +1.0% | +3.7% | +3.2% |
| 30D | -3.8% | -0.2% | -3.5% | -3.5% |
| 3M | -14.2% | +4.5% | -18.8% | -20.1% |
| 6M | -27.4% | +14.1% | -41.4% | -40.6% |
| YTD | -26.4% | +14.8% | -41.2% | -40.4% |
| 1Y | -47.6% | +21.2% | -68.8% | -61.0% |
| 3Y | -67.6% | +76.6% | -144.1% | -86.7% |
| 5Y | -58.8% | +66.6% | -125.4% | -80.1% |
| All | -24.3% | +131.0% | -155.3% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling