+490.8%
LITE vs VEU
+45.1%
+445.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.4% |
| 7D | -35.9% | -1.6% | -34.3% | -33.8% |
| 30D | -51.5% | -4.3% | -47.2% | -47.1% |
| 3M | -35.7% | -5.8% | -29.9% | -27.7% |
| 6M | -43.0% | -4.4% | -38.6% | -36.3% |
| YTD | +46.1% | +8.7% | +37.5% | +35.0% |
| 1Y | +124.7% | +12.6% | +112.1% | +98.2% |
| 3Y | +1,172.1% | +65.2% | +1,106.8% | +604.3% |
| All | +490.8% | +45.1% | +445.7% | +296.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling