+901.5%
LITE vs VTV
+80.3%
+821.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.4% |
| 7D | -1.5% | +0.5% | -2.1% | -2.4% |
| 30D | +6.7% | +1.1% | +5.6% | +4.5% |
| 3M | -6.8% | +5.9% | -12.6% | -15.2% |
| 6M | +29.4% | +11.6% | +17.8% | +8.7% |
| YTD | +139.1% | +19.8% | +119.3% | +78.5% |
| 1Y | +521.0% | +26.2% | +494.8% | +329.1% |
| 3Y | +1,535.3% | +68.5% | +1,466.8% | +689.0% |
| All | +901.5% | +80.3% | +821.2% | +352.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling