+1,483.7%
LITE vs VEU
+71.8%
+1,411.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.7% | +8.7% |
| 7D | +3.4% | -0.5% | +3.9% | +6.3% |
| 30D | -34.9% | -1.0% | -33.9% | -32.2% |
| 3M | -21.0% | -3.6% | -17.4% | -12.8% |
| 6M | -38.5% | -1.2% | -37.3% | -34.0% |
| YTD | +75.8% | +12.0% | +63.8% | +46.9% |
| 1Y | +156.7% | +13.9% | +142.8% | +108.9% |
| All | +1,483.7% | +71.8% | +1,411.9% | +458.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling