+3,406.8%
LITE vs VTRS
-61.7%
+3,468.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.9% | +7.8% | +9.8% |
| 7D | -12.9% | +9.7% | -22.6% | -15.1% |
| 30D | -46.0% | +16.2% | -62.1% | -48.2% |
| 3M | -33.0% | +25.6% | -58.7% | -37.4% |
| 6M | -34.0% | +21.1% | -55.2% | -38.2% |
| YTD | +61.7% | +68.5% | -6.7% | +37.0% |
| 1Y | +148.3% | +109.6% | +38.6% | +97.1% |
| 3Y | +1,408.5% | +156.5% | +1,252.0% | +1,009.9% |
| 5Y | +546.2% | +73.5% | +472.6% | +416.1% |
| 10Y | +1,533.3% | -34.1% | +1,567.4% | +1,374.8% |
| All | +3,406.8% | -61.7% | +3,468.5% | +1,930.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling