+5,083.9%
LITE vs VTV
+252.7%
+4,831.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.3% |
| 7D | -1.5% | +0.5% | -2.1% | -2.2% |
| 30D | +6.7% | +1.1% | +5.6% | +5.1% |
| 3M | -6.8% | +5.9% | -12.6% | -12.9% |
| 6M | +29.4% | +11.6% | +17.8% | +14.3% |
| YTD | +139.1% | +19.8% | +119.3% | +93.7% |
| 1Y | +521.0% | +26.2% | +494.8% | +375.5% |
| 3Y | +1,535.3% | +68.5% | +1,466.8% | +848.2% |
| 5Y | +889.8% | +79.9% | +810.0% | +439.7% |
| 10Y | +2,400.7% | +229.7% | +2,171.0% | +732.9% |
| All | +5,083.9% | +252.7% | +4,831.1% | +1,530.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling