+129.4%
LITE vs VSH
+83.5%
+45.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +13.4% | -2.8% | +0.6% |
| 7D | -12.9% | +3.5% | -16.4% | -14.6% |
| 30D | -46.0% | -22.4% | -23.6% | -34.4% |
| 3M | -33.0% | -25.2% | -7.8% | -16.6% |
| 6M | -34.0% | -22.5% | -11.5% | -25.2% |
| YTD | +61.7% | +84.2% | -22.5% | -15.4% |
| All | +129.4% | +83.5% | +45.9% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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