+555.0%
LITE vs VEA
+27.3%
+527.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +11.9% |
| 7D | +12.6% | +1.9% | +10.8% | +8.2% |
| 30D | +9.9% | +0.8% | +9.2% | +8.8% |
| 3M | +9.3% | +5.7% | +3.6% | +0.3% |
| 6M | +75.2% | +13.3% | +61.9% | +43.5% |
| YTD | +165.5% | +18.4% | +147.1% | +81.2% |
| 1Y | +555.0% | +27.0% | +528.0% | +266.4% |
| All | +555.0% | +27.3% | +527.7% | +266.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling