+2,049.9%
LLY price history and return analytics
+224.4%
+1,825.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.4% |
| 7D | +1.4% | -0.7% | +2.1% | +1.8% |
| 30D | +21.5% | -1.7% | +23.3% | +22.8% |
| 3M | +18.5% | -2.3% | +20.8% | +20.0% |
| 6M | +49.1% | +1.5% | +47.6% | +46.8% |
| YTD | +34.4% | +12.0% | +22.3% | +23.9% |
| 1Y | +46.3% | +12.9% | +33.4% | +34.2% |
| 3Y | +145.5% | +74.9% | +70.5% | +70.2% |
| 5Y | +472.7% | +59.9% | +412.8% | +317.2% |
| 10Y | +2,049.9% | +224.6% | +1,825.3% | +804.3% |
| All | +2,049.9% | +224.4% | +1,825.6% | +804.3% |
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