+4,042.8%
LLY price history and return analytics
+374.2%
+3,668.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | +0.4% | -2.6% | -2.4% |
| 30D | -1.6% | +1.0% | -2.6% | -2.2% |
| 3M | +2.3% | +2.4% | -0.1% | +0.4% |
| 6M | +14.9% | +12.0% | +2.9% | +6.5% |
| YTD | +7.5% | +15.3% | -7.9% | -2.3% |
| 1Y | +55.7% | +22.6% | +33.1% | +36.1% |
| 3Y | +110.6% | +74.7% | +35.9% | +47.5% |
| 5Y | +363.4% | +66.1% | +297.3% | +230.2% |
| 10Y | +1,649.0% | +225.0% | +1,424.0% | +701.2% |
| All | +4,042.8% | +374.2% | +3,668.7% | +1,171.4% |
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