+521.0%
LITE vs VWO
+23.1%
+497.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +2.3% |
| 7D | -1.5% | +1.1% | -2.6% | -3.9% |
| 30D | +6.7% | +2.4% | +4.3% | +1.7% |
| 3M | -6.8% | +2.0% | -8.7% | -9.0% |
| 6M | +29.4% | +10.7% | +18.8% | +8.9% |
| YTD | +139.1% | +14.4% | +124.7% | +76.3% |
| 1Y | +521.0% | +22.7% | +498.3% | +333.8% |
| All | +521.0% | +23.1% | +497.9% | +333.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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