+2,614.7%
LITE vs VRSK
+128.2%
+2,486.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | +0.8% |
| 7D | +13.6% | -5.4% | +19.0% | +14.8% |
| 30D | +21.6% | -1.8% | +23.3% | +21.3% |
| 3M | +20.3% | -2.2% | +22.6% | +18.0% |
| 6M | +54.4% | -14.9% | +69.3% | +57.5% |
| YTD | +168.3% | -20.0% | +188.3% | +177.6% |
| 1Y | +551.8% | -33.1% | +584.9% | +622.7% |
| 3Y | +1,891.5% | -25.6% | +1,917.1% | +1,891.6% |
| 5Y | +1,014.7% | -10.1% | +1,024.8% | +860.9% |
| 10Y | +2,614.7% | +128.4% | +2,486.3% | +1,085.8% |
| All | +2,614.7% | +128.2% | +2,486.5% | +1,085.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling