+232.7%
LITE vs VXUS
+16.4%
+216.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.0% | -9.8% | -12.2% |
| 7D | -31.4% | +0.2% | -31.6% | -31.8% |
| 30D | -42.6% | -2.3% | -40.3% | -39.3% |
| 3M | -26.2% | -2.8% | -23.4% | -20.7% |
| 6M | -35.8% | +2.6% | -38.4% | -36.5% |
| YTD | +70.0% | +12.0% | +58.0% | +23.6% |
| 1Y | +232.7% | +16.5% | +216.2% | +101.4% |
| All | +232.7% | +16.4% | +216.3% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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