+901.5%
LITE vs VSH
+64.7%
+836.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.4% | -0.4% | +1.2% |
| 7D | -1.5% | +4.1% | -5.6% | -4.0% |
| 30D | +6.7% | -4.2% | +10.8% | +10.3% |
| 3M | -6.8% | -50.0% | +43.2% | +41.1% |
| 6M | +29.4% | +80.2% | -50.7% | -14.1% |
| YTD | +139.1% | +121.1% | +18.0% | +38.6% |
| 1Y | +521.0% | +112.0% | +409.0% | +265.0% |
| 3Y | +1,535.3% | +22.5% | +1,512.8% | +1,186.9% |
| All | +901.5% | +64.7% | +836.9% | +526.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling