-20.5%
LILA price history and return analytics
+224.4%
-244.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.3% | +1.0% |
| 7D | +18.8% | -0.7% | +19.5% | +19.4% |
| 30D | +24.7% | -1.7% | +26.5% | +26.9% |
| 3M | +20.1% | -2.3% | +22.4% | +23.0% |
| 6M | +96.5% | +1.5% | +94.9% | +88.4% |
| YTD | +105.0% | +12.0% | +92.9% | +70.8% |
| 1Y | +89.8% | +12.9% | +76.9% | +56.5% |
| 3Y | +110.7% | +74.9% | +35.7% | -7.6% |
| 5Y | +12.8% | +59.9% | -47.1% | -42.4% |
| 10Y | -20.5% | +224.6% | -245.1% | -83.9% |
| All | -20.5% | +224.4% | -244.8% | -83.9% |
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