+542.4%
LITE vs VSH
+41.8%
+500.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.7% |
| 7D | -13.9% | -1.6% | -12.3% | -12.3% |
| 30D | -46.9% | -21.3% | -25.6% | -37.1% |
| 3M | -28.0% | -18.9% | -9.1% | -16.2% |
| 6M | -35.2% | -21.4% | -13.8% | -26.4% |
| YTD | +58.9% | +86.8% | -28.0% | +3.7% |
| 1Y | +125.3% | +85.8% | +39.6% | +48.1% |
| 3Y | +1,344.4% | +30.1% | +1,314.3% | +1,016.2% |
| All | +542.4% | +41.8% | +500.5% | +351.2% |
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 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