+2,614.7%
LITE vs VTRS
-48.8%
+2,663.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.3% |
| 7D | +13.6% | -3.5% | +17.1% | +14.9% |
| 30D | +21.6% | +2.1% | +19.5% | +20.6% |
| 3M | +20.3% | +2.6% | +17.7% | +18.1% |
| 6M | +54.4% | +17.8% | +36.6% | +42.8% |
| YTD | +168.3% | +35.7% | +132.7% | +137.5% |
| 1Y | +551.8% | +63.5% | +488.3% | +438.7% |
| 3Y | +1,891.5% | +85.1% | +1,806.4% | +1,441.6% |
| 5Y | +1,014.7% | +42.5% | +972.2% | +811.4% |
| 10Y | +2,614.7% | -48.2% | +2,662.9% | +2,709.9% |
| All | +2,614.7% | -48.8% | +2,663.6% | +2,709.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VTRS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling