+901.5%
LITE vs VT
+66.2%
+835.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | +0.4% | -2.0% | -2.4% |
| 30D | +6.7% | +1.0% | +5.7% | +5.0% |
| 3M | -6.8% | +2.4% | -9.1% | -9.0% |
| 6M | +29.4% | +12.0% | +17.4% | +8.6% |
| YTD | +139.1% | +15.3% | +123.8% | +89.8% |
| 1Y | +521.0% | +22.6% | +498.4% | +353.5% |
| 3Y | +1,535.3% | +74.7% | +1,460.6% | +663.4% |
| All | +901.5% | +66.2% | +835.4% | +408.1% |
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