+2,614.7%
LITE vs VTEB
+18.2%
+2,596.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +13.6% | -0.7% | +14.3% | +14.3% |
| 30D | +21.6% | -2.1% | +23.6% | +23.9% |
| 3M | +20.3% | -2.7% | +23.0% | +23.4% |
| 6M | +54.4% | -2.1% | +56.5% | +57.6% |
| YTD | +168.3% | -1.1% | +169.4% | +171.6% |
| 1Y | +551.8% | +1.3% | +550.5% | +545.8% |
| 3Y | +1,891.5% | +9.0% | +1,882.5% | +1,740.6% |
| 5Y | +1,014.7% | +1.5% | +1,013.2% | +992.2% |
| 10Y | +2,614.7% | +18.5% | +2,596.2% | +2,707.9% |
| All | +2,614.7% | +18.2% | +2,596.5% | +2,707.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling