+669.9%
LITE vs VT
+57.9%
+612.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -21.5% | -1.6% | -19.9% | -18.7% |
| 30D | -37.3% | -2.5% | -34.8% | -33.5% |
| 3M | -12.8% | -1.3% | -11.5% | -9.2% |
| 6M | -28.4% | +3.1% | -31.5% | -30.2% |
| YTD | +84.5% | +10.9% | +73.6% | +59.1% |
| 1Y | +240.8% | +12.1% | +228.7% | +193.1% |
| 3Y | +1,490.6% | +73.9% | +1,416.7% | +668.5% |
| All | +669.9% | +57.9% | +612.0% | +330.2% |
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