+5,083.9%
LITE vs VEA
+153.1%
+4,930.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.4% |
| 7D | -1.5% | +1.0% | -2.5% | -2.7% |
| 30D | +6.7% | +1.9% | +4.7% | +4.5% |
| 3M | -6.8% | +3.2% | -10.0% | -8.8% |
| 6M | +29.4% | +10.2% | +19.2% | +17.6% |
| YTD | +139.1% | +18.9% | +120.2% | +97.7% |
| 1Y | +521.0% | +29.3% | +491.7% | +369.7% |
| 3Y | +1,535.3% | +76.8% | +1,458.5% | +792.9% |
| 5Y | +889.8% | +61.2% | +828.6% | +500.3% |
| 10Y | +2,400.7% | +163.3% | +2,237.4% | +890.1% |
| All | +5,083.9% | +153.1% | +4,930.8% | +1,747.5% |
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