+1,533.3%
LITE vs VTI
+299.8%
+1,233.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.5% | +8.2% | +6.8% |
| 7D | -12.9% | +0.2% | -13.1% | -12.2% |
| 30D | -46.0% | -2.9% | -43.1% | -42.3% |
| 3M | -33.0% | -2.6% | -30.4% | -28.8% |
| 6M | -34.0% | +2.8% | -36.8% | -34.4% |
| YTD | +61.7% | +11.6% | +50.2% | +43.4% |
| 1Y | +148.3% | +13.6% | +134.6% | +117.3% |
| 3Y | +1,408.5% | +79.9% | +1,328.6% | +671.1% |
| 5Y | +546.2% | +64.3% | +481.9% | +275.9% |
| 10Y | +1,533.3% | +291.9% | +1,241.4% | +126.5% |
| All | +1,533.3% | +299.8% | +1,233.5% | +126.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling