+3,068.2%
LITE vs VTI
+297.4%
+2,770.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.1% |
| 7D | -35.9% | -2.6% | -33.3% | -32.8% |
| 30D | -51.5% | -5.0% | -46.5% | -46.8% |
| 3M | -35.7% | -4.3% | -31.5% | -30.3% |
| 6M | -43.0% | +0.6% | -43.5% | -41.5% |
| YTD | +46.1% | +8.9% | +37.2% | +35.1% |
| 1Y | +124.7% | +11.1% | +113.6% | +104.7% |
| 3Y | +1,172.1% | +74.5% | +1,097.6% | +610.3% |
| 5Y | +477.0% | +60.1% | +416.9% | +261.1% |
| 10Y | +1,465.7% | +297.4% | +1,168.3% | +310.0% |
| All | +3,068.2% | +297.4% | +2,770.8% | +705.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling