+482.6%
LLY price history and return analytics
+57.0%
+425.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +6.6% | +2.4% | +4.3% | +5.3% |
| 30D | +19.4% | -1.5% | +20.9% | +20.3% |
| 3M | +19.6% | -4.1% | +23.7% | +22.1% |
| 6M | +42.6% | +0.6% | +42.0% | +41.3% |
| YTD | +35.0% | +11.0% | +23.9% | +26.0% |
| 1Y | +42.0% | +13.3% | +28.7% | +31.0% |
| 3Y | +140.5% | +73.4% | +67.1% | +77.6% |
| All | +482.6% | +57.0% | +425.6% | +348.0% |
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