+1,358.0%
LITE vs VEA
+74.1%
+1,283.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | +10.8% | +2.3% | +8.5% | +6.5% |
| 30D | -33.4% | +0.2% | -33.6% | -32.5% |
| 3M | -32.2% | -5.3% | -26.9% | -23.1% |
| 6M | -42.1% | -0.9% | -41.2% | -38.5% |
| YTD | +61.9% | +12.2% | +49.7% | +36.0% |
| 1Y | +163.0% | +16.1% | +146.9% | +108.2% |
| 3Y | +1,358.0% | +73.0% | +1,285.0% | +434.9% |
| All | +1,358.0% | +74.1% | +1,283.9% | +434.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling