+2,614.7%
LITE vs VTV
+227.6%
+2,387.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +13.6% | -0.7% | +14.3% | +14.4% |
| 30D | +21.6% | -0.5% | +22.1% | +22.1% |
| 3M | +20.3% | +5.3% | +15.0% | +12.4% |
| 6M | +54.4% | +12.9% | +41.5% | +32.5% |
| YTD | +168.3% | +18.5% | +149.8% | +116.9% |
| 1Y | +551.8% | +25.3% | +526.5% | +393.7% |
| 3Y | +1,891.5% | +68.2% | +1,823.3% | +1,008.9% |
| 5Y | +1,014.7% | +80.6% | +934.1% | +475.7% |
| 10Y | +2,614.7% | +232.9% | +2,381.8% | +547.6% |
| All | +2,614.7% | +227.6% | +2,387.2% | +547.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling