+232.7%
LITE vs VCIT
-0.8%
+233.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.6% | -8.5% | -9.1% |
| 7D | -31.4% | +0.4% | -31.9% | -31.8% |
| 30D | -42.6% | +2.2% | -44.8% | -45.6% |
| 3M | -26.2% | -1.8% | -24.4% | -20.2% |
| 6M | -35.8% | -1.6% | -34.2% | -30.8% |
| YTD | +70.0% | -1.7% | +71.8% | +86.4% |
| 1Y | +232.7% | -0.8% | +233.6% | +263.4% |
| All | +232.7% | -0.8% | +233.5% | +263.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling