+446.1%
LITE vs VT
+53.2%
+392.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.1% | -14.6% | -10.7% |
| 7D | -44.6% | -4.2% | -40.4% | -39.1% |
| 30D | -55.0% | -5.8% | -49.2% | -48.5% |
| 3M | -38.3% | -5.2% | -33.1% | -30.0% |
| 6M | -48.8% | +0.1% | -48.9% | -46.6% |
| YTD | +38.3% | +8.2% | +30.0% | +26.2% |
| 1Y | +119.0% | +10.1% | +108.9% | +96.4% |
| 3Y | +1,092.0% | +69.7% | +1,022.3% | +510.2% |
| 5Y | +446.1% | +53.4% | +392.7% | +221.6% |
| All | +446.1% | +53.2% | +392.9% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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