+1,009.8%
LITE vs VWO
+34.9%
+974.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.5% |
| 7D | +12.6% | +0.9% | +11.7% | +11.1% |
| 30D | +9.9% | +1.3% | +8.7% | +8.3% |
| 3M | +9.3% | +5.1% | +4.2% | +3.5% |
| 6M | +75.2% | +12.5% | +62.7% | +53.1% |
| YTD | +165.5% | +14.0% | +151.5% | +128.5% |
| 1Y | +555.0% | +19.7% | +535.3% | +438.6% |
| 3Y | +1,870.5% | +66.8% | +1,803.7% | +1,046.0% |
| 5Y | +1,009.8% | +36.2% | +973.6% | +655.2% |
| All | +1,009.8% | +34.9% | +974.9% | +655.2% |
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