+124.7%
LITE vs VG
+48.6%
+76.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.7% |
| 7D | -35.9% | -22.0% | -13.9% | -34.6% |
| 30D | -51.5% | -11.6% | -39.9% | -50.6% |
| 3M | -35.7% | -14.9% | -20.9% | -34.5% |
| 6M | -43.0% | -3.5% | -39.4% | -41.4% |
| YTD | +46.1% | +70.0% | -23.9% | +27.2% |
| 1Y | +124.7% | +50.0% | +74.7% | +109.3% |
| All | +124.7% | +48.6% | +76.1% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling