+2,502.5%
LITE vs TRV
+282.1%
+2,220.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.0% | +11.4% |
| 7D | +12.6% | +0.5% | +12.1% | +12.3% |
| 30D | +9.9% | -4.9% | +14.8% | +11.7% |
| 3M | +9.3% | +23.7% | -14.5% | -0.1% |
| 6M | +75.2% | +20.3% | +54.9% | +60.7% |
| YTD | +165.5% | +27.1% | +138.4% | +137.9% |
| 1Y | +555.0% | +35.3% | +519.6% | +468.5% |
| 3Y | +1,870.5% | +139.8% | +1,730.7% | +1,191.5% |
| 5Y | +1,009.8% | +153.9% | +856.0% | +589.1% |
| 10Y | +2,502.5% | +285.9% | +2,216.6% | +1,230.2% |
| All | +2,502.5% | +282.1% | +2,220.4% | +1,230.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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