+901.5%
LITE vs VTI
+73.8%
+827.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.8% |
| 30D | +6.7% | 0.0% | +6.6% | +6.6% |
| 3M | -6.8% | +2.0% | -8.7% | -8.6% |
| 6M | +29.4% | +13.0% | +16.5% | +7.8% |
| YTD | +139.1% | +13.9% | +125.1% | +95.7% |
| 1Y | +521.0% | +20.0% | +501.0% | +377.7% |
| 3Y | +1,535.3% | +75.8% | +1,459.5% | +709.0% |
| All | +901.5% | +73.8% | +827.7% | +408.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling