-64.1%
LILAK price history and return analytics
+218.0%
-282.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.5% |
| 7D | +3.3% | -1.1% | +4.4% | +4.7% |
| 30D | +2.3% | -1.0% | +3.3% | +3.6% |
| 3M | +62.3% | +3.2% | +59.1% | +54.1% |
| 6M | +72.7% | +12.5% | +60.2% | +45.6% |
| YTD | +72.3% | +14.1% | +58.2% | +42.3% |
| 1Y | +65.8% | +18.9% | +46.9% | +29.4% |
| 3Y | +53.2% | +74.1% | -20.9% | -29.1% |
| 5Y | -4.3% | +66.9% | -71.2% | -52.0% |
| 10Y | -53.5% | +228.3% | -281.8% | -89.3% |
| All | -64.1% | +218.0% | -282.1% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling