+1,426.5%
LITE vs VCLT
+14.9%
+1,411.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.4% |
| 7D | +22.6% | -1.9% | +24.5% | +24.9% |
| 30D | -36.8% | +1.4% | -38.2% | -37.8% |
| 3M | -33.0% | -1.8% | -31.3% | -32.0% |
| 6M | -37.1% | -3.9% | -33.1% | -34.5% |
| YTD | +69.5% | -3.9% | +73.4% | +76.6% |
| 1Y | +146.1% | -4.7% | +150.8% | +159.2% |
| All | +1,426.5% | +14.9% | +1,411.6% | +1,369.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling