+1,587.5%
LITE vs V
+444.9%
+1,142.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -13.9% | +0.6% | -14.5% | -14.1% |
| 30D | -46.9% | +9.7% | -56.7% | -50.3% |
| 3M | -28.0% | +17.3% | -45.3% | -36.0% |
| 6M | -35.2% | +33.2% | -68.4% | -48.3% |
| YTD | +58.9% | +21.3% | +37.5% | +33.9% |
| 1Y | +125.3% | +27.3% | +98.0% | +83.1% |
| 3Y | +1,344.4% | +76.1% | +1,268.3% | +812.8% |
| 5Y | +541.2% | +103.5% | +437.7% | +255.3% |
| 10Y | +1,587.5% | +454.5% | +1,133.1% | +290.2% |
| All | +1,587.5% | +444.9% | +1,142.6% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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