+2,006.3%
LLY price history and return analytics
+223.7%
+1,782.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +2.7% |
| 7D | +0.1% | +0.4% | -0.3% | -0.1% |
| 30D | +19.7% | -2.6% | +22.3% | +21.6% |
| 3M | +19.3% | -3.2% | +22.5% | +21.5% |
| 6M | +49.3% | +0.9% | +48.4% | +47.5% |
| YTD | +32.0% | +11.3% | +20.7% | +22.3% |
| 1Y | +53.7% | +14.0% | +39.7% | +40.1% |
| 3Y | +143.7% | +75.8% | +67.9% | +68.4% |
| 5Y | +463.9% | +57.8% | +406.1% | +314.3% |
| 10Y | +2,006.3% | +219.8% | +1,786.5% | +807.8% |
| All | +2,006.3% | +223.7% | +1,782.7% | +807.8% |
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