+580.4%
LITE vs VEU
+48.7%
+531.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.2% |
| 7D | +22.6% | +2.4% | +20.2% | +18.5% |
| 30D | -36.8% | -2.0% | -34.8% | -33.5% |
| 3M | -33.0% | -5.1% | -27.9% | -25.5% |
| 6M | -37.1% | -0.7% | -36.3% | -33.5% |
| YTD | +69.5% | +11.0% | +58.5% | +51.8% |
| 1Y | +146.1% | +12.4% | +133.7% | +117.8% |
| 3Y | +1,440.8% | +69.8% | +1,371.0% | +720.9% |
| 5Y | +580.4% | +48.2% | +532.3% | +345.3% |
| All | +580.4% | +48.7% | +531.8% | +345.3% |
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