+5,083.9%
LITE vs VWO
+114.2%
+4,969.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.2% |
| 7D | -1.5% | +1.1% | -2.6% | -2.7% |
| 30D | +6.7% | +2.4% | +4.3% | +4.3% |
| 3M | -6.8% | +2.0% | -8.7% | -7.3% |
| 6M | +29.4% | +10.7% | +18.8% | +19.3% |
| YTD | +139.1% | +14.4% | +124.7% | +113.3% |
| 1Y | +521.0% | +22.7% | +498.3% | +423.5% |
| 3Y | +1,535.3% | +64.2% | +1,471.1% | +978.1% |
| 5Y | +889.8% | +35.8% | +854.1% | +670.0% |
| 10Y | +2,400.7% | +114.7% | +2,286.0% | +1,318.1% |
| All | +5,083.9% | +114.2% | +4,969.7% | +1,759.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling