+555.3%
LITE vs VG
-49.4%
+604.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -7.7% | -0.2% | -6.3% |
| 7D | -31.4% | -16.4% | -15.0% | -28.6% |
| 30D | -42.6% | -10.8% | -31.8% | -41.0% |
| 3M | -26.2% | -6.3% | -19.9% | -25.2% |
| 6M | -35.8% | -12.5% | -23.3% | -34.7% |
| YTD | +70.0% | +76.9% | -6.9% | +33.2% |
| 1Y | +232.7% | +51.8% | +180.9% | +172.8% |
| All | +555.3% | -49.4% | +604.6% | +676.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling