+555.0%
LITE vs VCLT
-2.4%
+557.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.1% | +11.1% |
| 7D | +12.6% | +0.3% | +12.3% | +12.0% |
| 30D | +9.9% | -0.6% | +10.5% | +11.2% |
| 3M | +9.3% | -2.2% | +11.5% | +13.6% |
| 6M | +75.2% | -2.9% | +78.1% | +85.4% |
| YTD | +165.5% | -2.1% | +167.5% | +174.5% |
| 1Y | +555.0% | -2.6% | +557.6% | +575.8% |
| All | +555.0% | -2.4% | +557.4% | +575.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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