-4.0%
LIT vs VT
+11.9%
-15.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.8% |
| 7D | -1.2% | +2.9% | -4.1% | -5.2% |
| 30D | -12.2% | -2.5% | -9.6% | -8.8% |
| 3M | -21.0% | -3.3% | -17.7% | -16.9% |
| 6M | -33.3% | +1.5% | -34.8% | -34.5% |
| YTD | -8.0% | +11.4% | -19.3% | -17.6% |
| 1Y | -4.0% | +11.9% | -15.9% | -14.0% |
| All | -4.0% | +11.9% | -15.8% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling