+1,533.3%
LITE vs VTV
+238.4%
+1,294.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.0% | +8.7% | +8.1% |
| 7D | -12.9% | -0.5% | -12.4% | -11.7% |
| 30D | -46.0% | +3.1% | -49.0% | -47.8% |
| 3M | -33.0% | +1.8% | -34.9% | -34.5% |
| 6M | -34.0% | +10.9% | -44.9% | -42.0% |
| YTD | +61.7% | +20.9% | +40.9% | +28.0% |
| 1Y | +148.3% | +24.6% | +123.6% | +89.7% |
| 3Y | +1,408.5% | +78.6% | +1,329.9% | +683.7% |
| 5Y | +546.2% | +76.4% | +469.8% | +243.4% |
| 10Y | +1,533.3% | +230.7% | +1,302.6% | +387.7% |
| All | +1,533.3% | +238.4% | +1,294.9% | +387.7% |
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