-0.7%
LLYX price history and return analytics
+51.7%
-52.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.8% |
| 7D | -6.1% | -1.1% | -5.0% | -4.8% |
| 30D | -17.9% | -1.0% | -17.0% | -17.0% |
| 3M | -12.7% | +3.2% | -15.9% | -17.2% |
| 6M | +10.2% | +12.5% | -2.3% | -8.5% |
| YTD | -10.1% | +14.1% | -24.2% | -27.4% |
| 1Y | +70.3% | +18.9% | +51.4% | +28.8% |
| All | -0.7% | +51.7% | -52.3% | -44.9% |
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