+146.1%
LITE vs VTV
+23.9%
+122.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.6% |
| 7D | +22.6% | +2.3% | +20.2% | +16.9% |
| 30D | -36.8% | +3.8% | -40.6% | -40.7% |
| 3M | -33.0% | +1.7% | -34.7% | -34.6% |
| 6M | -37.1% | +10.9% | -48.0% | -50.1% |
| YTD | +69.5% | +21.7% | +47.7% | +8.3% |
| 1Y | +146.1% | +23.4% | +122.7% | +54.1% |
| All | +146.1% | +23.9% | +122.3% | +54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling