+521.0%
LITE vs LVS
-18.2%
+539.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | -1.5% | 0.0% | -1.2% |
| 30D | +6.7% | -3.2% | +9.9% | +7.3% |
| 3M | -6.8% | -12.0% | +5.2% | -3.1% |
| 6M | +29.4% | -19.9% | +49.3% | +39.7% |
| YTD | +139.1% | -30.6% | +169.7% | +172.2% |
| 1Y | +521.0% | -17.7% | +538.7% | +591.7% |
| All | +521.0% | -18.2% | +539.2% | +591.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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