+5,083.9%
LITE vs VTRS
-68.4%
+5,152.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | +3.3% | -4.8% | -2.5% |
| 30D | +6.7% | -3.6% | +10.3% | +7.7% |
| 3M | -6.8% | +7.0% | -13.7% | -9.3% |
| 6M | +29.4% | +17.5% | +12.0% | +21.6% |
| YTD | +139.1% | +38.8% | +100.3% | +114.4% |
| 1Y | +521.0% | +69.2% | +451.8% | +424.1% |
| 3Y | +1,535.3% | +77.5% | +1,457.8% | +1,236.8% |
| 5Y | +889.8% | +39.9% | +849.9% | +740.3% |
| 10Y | +2,400.7% | -47.1% | +2,447.8% | +2,287.3% |
| All | +5,083.9% | -68.4% | +5,152.3% | +3,077.0% |
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