+1,568.0%
LITE vs RSP
+211.7%
+1,356.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.5% |
| 7D | +22.6% | +1.8% | +20.8% | +20.1% |
| 30D | -36.8% | +3.5% | -40.3% | -39.2% |
| 3M | -33.0% | +0.2% | -33.2% | -33.2% |
| 6M | -37.1% | +9.1% | -46.2% | -44.0% |
| YTD | +69.5% | +16.6% | +52.9% | +39.1% |
| 1Y | +146.1% | +17.9% | +128.2% | +100.4% |
| 3Y | +1,440.8% | +64.6% | +1,376.2% | +782.8% |
| 5Y | +580.4% | +48.4% | +532.0% | +343.3% |
| All | +1,568.0% | +211.7% | +1,356.2% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling