+562.5%
LITE vs VWO
+25.3%
+537.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.4% |
| 7D | +10.8% | +2.0% | +8.8% | +8.0% |
| 30D | -33.4% | -4.3% | -29.2% | -27.8% |
| 3M | -32.2% | -6.4% | -25.8% | -23.6% |
| 6M | -42.1% | -5.6% | -36.4% | -34.2% |
| YTD | +61.9% | +5.2% | +56.7% | +59.8% |
| 1Y | +163.0% | +5.2% | +157.8% | +161.2% |
| 3Y | +1,358.0% | +55.5% | +1,302.5% | +849.8% |
| All | +562.5% | +25.3% | +537.2% | +448.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling