+521.0%
LITE vs VUG
+15.8%
+505.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +5.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | +6.7% | -0.3% | +7.0% | +7.3% |
| 3M | -6.8% | -0.7% | -6.1% | -4.5% |
| 6M | +29.4% | +14.6% | +14.8% | +1.6% |
| YTD | +139.1% | +9.0% | +130.1% | +109.2% |
| 1Y | +521.0% | +14.9% | +506.1% | +434.4% |
| All | +521.0% | +15.8% | +505.2% | +434.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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