+107.2%
LITE vs VSH
+61.7%
+45.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.7% | -0.1% | +1.4% |
| 7D | -35.9% | -12.9% | -23.0% | -28.1% |
| 30D | -51.5% | -36.9% | -14.7% | -31.6% |
| 3M | -35.7% | -28.8% | -7.0% | -16.3% |
| 6M | -43.0% | -30.3% | -12.7% | -30.1% |
| YTD | +46.1% | +62.4% | -16.2% | -15.9% |
| All | +107.2% | +61.7% | +45.5% | +22.4% |
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