+146.1%
LITE vs VTI
+11.9%
+134.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.2% |
| 7D | +22.6% | +3.4% | +19.2% | +11.3% |
| 30D | -36.8% | -2.3% | -34.5% | -30.0% |
| 3M | -33.0% | -2.2% | -30.8% | -26.1% |
| 6M | -37.1% | +3.3% | -40.3% | -39.3% |
| YTD | +69.5% | +12.1% | +57.4% | +26.3% |
| 1Y | +146.1% | +12.2% | +133.9% | +89.0% |
| All | +146.1% | +11.9% | +134.2% | +89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling