+20.4%
LII price history and return analytics
+53.4%
-33.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | -0.6% | -2.3% | +1.7% | +2.1% |
| 30D | -4.6% | -5.0% | +0.4% | +1.1% |
| 3M | -21.2% | -4.9% | -16.3% | -16.7% |
| 6M | -36.4% | -1.5% | -34.9% | -35.2% |
| YTD | -28.9% | +8.5% | -37.4% | -35.3% |
| 1Y | -29.5% | +11.4% | -40.9% | -37.8% |
| 3Y | -8.6% | +70.1% | -78.6% | -50.3% |
| All | +20.4% | +53.4% | -33.0% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling