+1,533.3%
LITE vs VEU
+147.4%
+1,385.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.8% | +7.9% | +6.5% |
| 7D | -12.9% | +0.8% | -13.6% | -13.1% |
| 30D | -46.0% | -1.6% | -44.3% | -43.8% |
| 3M | -33.0% | -4.2% | -28.9% | -27.4% |
| 6M | -34.0% | -1.5% | -32.5% | -30.0% |
| YTD | +61.7% | +11.7% | +50.0% | +44.7% |
| 1Y | +148.3% | +15.6% | +132.7% | +113.4% |
| 3Y | +1,408.5% | +71.7% | +1,336.8% | +702.0% |
| 5Y | +546.2% | +49.5% | +496.7% | +314.2% |
| 10Y | +1,533.3% | +145.6% | +1,387.7% | +444.1% |
| All | +1,533.3% | +147.4% | +1,385.9% | +444.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling