+124.7%
LITE vs VST
-31.4%
+156.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.6% | -4.9% | -1.9% |
| 7D | -35.9% | -9.8% | -26.1% | -31.0% |
| 30D | -51.5% | -25.1% | -26.4% | -40.5% |
| 3M | -35.7% | -11.6% | -24.2% | -29.0% |
| 6M | -43.0% | -20.9% | -22.0% | -32.3% |
| YTD | +46.1% | -22.3% | +68.4% | +73.2% |
| 1Y | +124.7% | -32.0% | +156.7% | +213.9% |
| All | +124.7% | -31.4% | +156.1% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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