+2,898.2%
LITE vs V
+533.7%
+2,364.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.2% | -15.5% | -16.8% |
| 7D | -44.6% | +2.9% | -47.5% | -45.7% |
| 30D | -55.0% | +14.0% | -69.0% | -58.7% |
| 3M | -38.3% | +14.9% | -53.2% | -44.2% |
| 6M | -48.8% | +31.7% | -80.5% | -58.3% |
| YTD | +38.3% | +21.2% | +17.1% | +17.7% |
| 1Y | +119.0% | +25.3% | +93.7% | +81.9% |
| 3Y | +1,092.0% | +77.5% | +1,014.5% | +671.5% |
| 5Y | +446.1% | +102.6% | +343.5% | +215.5% |
| 10Y | +1,381.7% | +464.3% | +917.4% | +364.2% |
| All | +2,898.2% | +533.7% | +2,364.5% | +829.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling