+544.9%
LITE vs VTRS
+65.1%
+479.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.6% | +11.4% |
| 7D | +12.6% | -0.1% | +12.7% | +12.6% |
| 30D | +9.9% | +1.9% | +8.1% | +9.5% |
| 3M | +9.3% | +5.1% | +4.2% | +6.3% |
| 6M | +75.2% | +20.1% | +55.2% | +52.5% |
| YTD | +165.5% | +36.6% | +128.9% | +126.0% |
| All | +544.9% | +65.1% | +479.9% | +410.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling