+2,502.5%
LITE vs VEEV
+547.1%
+1,955.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.7% | +14.8% | +12.3% |
| 7D | +12.6% | -5.2% | +17.8% | +14.3% |
| 30D | +9.9% | +14.9% | -5.0% | +3.8% |
| 3M | +9.3% | +58.4% | -49.1% | -9.6% |
| 6M | +75.2% | +35.5% | +39.8% | +51.3% |
| YTD | +165.5% | +18.6% | +146.8% | +139.2% |
| 1Y | +555.0% | -6.3% | +561.3% | +544.3% |
| 3Y | +1,870.5% | +20.2% | +1,850.3% | +1,575.2% |
| 5Y | +1,009.8% | -13.8% | +1,023.6% | +944.3% |
| 10Y | +2,502.5% | +542.0% | +1,960.5% | +653.4% |
| All | +2,502.5% | +547.1% | +1,955.4% | +653.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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