+1,946.1%
LITE vs VLTO
+27.2%
+1,918.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.2% |
| 7D | -1.5% | -2.3% | +0.7% | -1.3% |
| 30D | +6.7% | -0.9% | +7.5% | +6.7% |
| 3M | -6.8% | +13.8% | -20.6% | -10.6% |
| 6M | +29.4% | +2.0% | +27.4% | +29.1% |
| YTD | +139.1% | -3.2% | +142.3% | +142.1% |
| 1Y | +521.0% | -9.2% | +530.2% | +548.3% |
| All | +1,946.1% | +27.2% | +1,918.9% | +1,731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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