+1,938.3%
LITE vs VTEB
+9.0%
+1,929.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.8% |
| 7D | +13.6% | -0.7% | +14.3% | +14.7% |
| 30D | +21.6% | -2.1% | +23.6% | +25.1% |
| 3M | +20.3% | -2.7% | +23.0% | +25.0% |
| 6M | +54.4% | -2.1% | +56.5% | +59.3% |
| YTD | +168.3% | -1.1% | +169.4% | +173.7% |
| 1Y | +551.8% | +1.3% | +550.5% | +545.7% |
| All | +1,938.3% | +9.0% | +1,929.3% | +1,476.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling