+3,900.9%
LITE vs VT
+215.8%
+3,685.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -21.5% | -1.6% | -19.9% | -19.3% |
| 30D | -37.3% | -2.5% | -34.8% | -34.3% |
| 3M | -12.8% | -1.3% | -11.5% | -9.9% |
| 6M | -28.4% | +3.1% | -31.5% | -29.7% |
| YTD | +84.5% | +10.9% | +73.6% | +64.7% |
| 1Y | +240.8% | +12.1% | +228.7% | +204.0% |
| 3Y | +1,490.6% | +73.9% | +1,416.7% | +758.0% |
| 5Y | +683.5% | +58.0% | +625.5% | +382.4% |
| 10Y | +1,818.6% | +225.5% | +1,593.2% | +503.1% |
| All | +3,900.9% | +215.8% | +3,685.1% | +1,041.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling