+2,502.5%
LITE vs VTI
+294.2%
+2,208.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.6% | +11.9% |
| 7D | +12.6% | +0.6% | +12.0% | +11.3% |
| 30D | +9.9% | -1.1% | +11.0% | +11.7% |
| 3M | +9.3% | +3.9% | +5.4% | +4.2% |
| 6M | +75.2% | +14.6% | +60.6% | +45.7% |
| YTD | +165.5% | +13.3% | +152.2% | +124.9% |
| 1Y | +555.0% | +19.2% | +535.8% | +426.3% |
| 3Y | +1,870.5% | +77.4% | +1,793.1% | +901.6% |
| 5Y | +1,009.8% | +74.0% | +935.8% | +482.3% |
| 10Y | +2,502.5% | +294.6% | +2,207.9% | +285.2% |
| All | +2,502.5% | +294.2% | +2,208.3% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VTI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling