+131.9%
LITE vs IGV
-9.6%
+141.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | -13.9% | -2.3% | -11.6% | -13.4% |
| 30D | -46.9% | -11.0% | -36.0% | -46.3% |
| 3M | -28.0% | -4.5% | -23.6% | -26.6% |
| 6M | -35.2% | +10.1% | -45.3% | -32.9% |
| YTD | +58.9% | -5.1% | +63.9% | +118.5% |
| All | +131.9% | -9.6% | +141.6% | +272.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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