+3,586.8%
LITE vs VCIT
+39.9%
+3,546.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.6% | -8.5% | -8.6% |
| 7D | -31.4% | +0.4% | -31.9% | -31.7% |
| 30D | -42.6% | +2.2% | -44.8% | -44.1% |
| 3M | -26.2% | -1.8% | -24.4% | -24.6% |
| 6M | -35.8% | -1.6% | -34.2% | -34.5% |
| YTD | +70.0% | -1.7% | +71.8% | +74.1% |
| 1Y | +232.7% | -0.8% | +233.6% | +237.5% |
| 3Y | +1,365.7% | +19.3% | +1,346.4% | +1,112.0% |
| 5Y | +609.5% | +3.5% | +605.9% | +580.5% |
| 10Y | +1,721.9% | +28.6% | +1,693.3% | +1,485.7% |
| All | +3,586.8% | +39.9% | +3,546.9% | +2,982.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling