+2,502.5%
LITE vs LVS
+1.0%
+2,501.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.9% | +11.9% | +11.4% |
| 7D | +12.6% | +0.3% | +12.3% | +12.4% |
| 30D | +9.9% | -3.9% | +13.8% | +11.2% |
| 3M | +9.3% | -12.9% | +22.1% | +14.1% |
| 6M | +75.2% | -16.9% | +92.2% | +86.0% |
| YTD | +165.5% | -31.2% | +196.7% | +202.5% |
| 1Y | +555.0% | -16.4% | +571.4% | +588.7% |
| 3Y | +1,870.5% | -4.4% | +1,874.9% | +1,808.9% |
| 5Y | +1,009.8% | +6.7% | +1,003.2% | +867.4% |
| 10Y | +2,502.5% | +1.4% | +2,501.0% | +2,048.5% |
| All | +2,502.5% | +1.0% | +2,501.4% | +2,048.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling