+2,502.5%
LITE vs VEA
+159.8%
+2,342.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +11.6% |
| 7D | +12.6% | +1.9% | +10.8% | +9.6% |
| 30D | +9.9% | +0.8% | +9.2% | +9.1% |
| 3M | +9.3% | +5.7% | +3.6% | +2.9% |
| 6M | +75.2% | +13.3% | +61.9% | +51.3% |
| YTD | +165.5% | +18.4% | +147.1% | +115.7% |
| 1Y | +555.0% | +27.0% | +528.0% | +391.1% |
| 3Y | +1,870.5% | +79.3% | +1,791.2% | +881.0% |
| 5Y | +1,009.8% | +62.1% | +947.7% | +530.4% |
| 10Y | +2,502.5% | +160.3% | +2,342.2% | +668.3% |
| All | +2,502.5% | +159.8% | +2,342.6% | +668.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VEA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling