+1,358.0%
LITE vs VTV
+78.7%
+1,279.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.9% |
| 7D | +10.8% | +2.9% | +7.9% | +4.4% |
| 30D | -33.4% | +3.8% | -37.2% | -38.1% |
| 3M | -32.2% | +1.6% | -33.8% | -34.3% |
| 6M | -42.1% | +11.2% | -53.3% | -54.1% |
| YTD | +61.9% | +22.0% | +39.9% | +5.0% |
| 1Y | +163.0% | +24.9% | +138.1% | +62.6% |
| 3Y | +1,358.0% | +78.5% | +1,279.6% | +261.8% |
| All | +1,358.0% | +78.7% | +1,279.3% | +261.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling