+1,563.7%
LITE vs VCIT
+19.1%
+1,544.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -0.3% | -1.2% | -0.9% |
| 30D | +6.7% | -0.8% | +7.4% | +8.0% |
| 3M | -6.8% | -1.0% | -5.7% | -5.1% |
| 6M | +29.4% | -1.8% | +31.3% | +33.6% |
| YTD | +139.1% | -0.7% | +139.8% | +142.9% |
| 1Y | +521.0% | +1.0% | +520.0% | +518.1% |
| All | +1,563.7% | +19.1% | +1,544.6% | +1,171.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling