+3,068.2%
LITE vs VEA
+133.5%
+2,934.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.2% |
| 7D | -35.9% | -2.2% | -33.7% | -33.7% |
| 30D | -51.5% | -3.4% | -48.2% | -48.7% |
| 3M | -35.7% | -5.6% | -30.1% | -29.7% |
| 6M | -43.0% | -3.4% | -39.5% | -38.4% |
| YTD | +46.1% | +9.7% | +36.4% | +35.4% |
| 1Y | +124.7% | +15.4% | +109.3% | +97.3% |
| 3Y | +1,172.1% | +68.5% | +1,103.5% | +648.9% |
| 5Y | +477.0% | +49.6% | +427.4% | +289.7% |
| 10Y | +1,465.7% | +154.3% | +1,311.3% | +580.6% |
| All | +3,068.2% | +133.5% | +2,934.7% | +1,164.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling