+1,009.8%
LITE vs VTEB
+2.3%
+1,007.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.1% | +11.1% |
| 7D | +12.6% | -0.2% | +12.8% | +12.9% |
| 30D | +9.9% | -1.6% | +11.5% | +12.2% |
| 3M | +9.3% | -2.0% | +11.3% | +12.1% |
| 6M | +75.2% | -1.7% | +76.9% | +79.2% |
| YTD | +165.5% | -0.6% | +166.1% | +168.4% |
| 1Y | +555.0% | +1.8% | +553.1% | +544.4% |
| 3Y | +1,870.5% | +9.6% | +1,860.9% | +1,632.7% |
| 5Y | +1,009.8% | +2.1% | +1,007.8% | +986.5% |
| All | +1,009.8% | +2.3% | +1,007.5% | +986.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling