+124.7%
LITE vs VUG
+0.3%
+124.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.8% | +3.6% |
| 7D | -35.9% | -3.4% | -32.5% | -29.5% |
| 30D | -51.5% | -11.1% | -40.4% | -35.9% |
| 3M | -35.7% | -7.2% | -28.5% | -21.6% |
| 6M | -43.0% | -4.1% | -38.8% | -33.9% |
| YTD | +46.1% | +1.4% | +44.7% | +58.7% |
| 1Y | +124.7% | +1.9% | +122.8% | +146.5% |
| All | +124.7% | +0.3% | +124.4% | +146.5% |
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