-32.6%
LIT vs VT
+57.4%
-90.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -2.6% |
| 7D | +2.2% | +0.4% | +1.8% | +1.5% |
| 30D | -12.0% | -2.6% | -9.4% | -9.1% |
| 3M | -17.1% | -3.2% | -13.9% | -13.6% |
| 6M | -31.7% | +0.9% | -32.6% | -32.2% |
| YTD | -5.0% | +11.3% | -16.3% | -16.1% |
| 1Y | +1.5% | +14.0% | -12.5% | -13.1% |
| 3Y | +32.1% | +75.8% | -43.8% | -32.9% |
| 5Y | -32.6% | +57.8% | -90.5% | -59.9% |
| All | -32.6% | +57.4% | -90.0% | -59.9% |
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 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