+1,668.5%
LITE vs ITOT
+79.3%
+1,589.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.8% |
| 7D | -1.5% | +0.1% | -1.6% | -1.9% |
| 30D | +6.7% | 0.0% | +6.6% | +6.6% |
| 3M | -6.8% | +2.0% | -8.7% | -9.6% |
| 6M | +29.4% | +13.0% | +16.4% | -1.1% |
| YTD | +139.1% | +14.0% | +125.1% | +78.0% |
| 1Y | +521.0% | +19.9% | +501.1% | +321.9% |
| All | +1,668.5% | +79.3% | +1,589.3% | +432.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling