+1,402.3%
LITE vs VXUS
+135.4%
+1,267.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.5% | +5.4% |
| 7D | -35.9% | -1.8% | -34.2% | -33.9% |
| 30D | -51.5% | -4.6% | -47.0% | -47.3% |
| 3M | -35.7% | -6.1% | -29.6% | -28.2% |
| 6M | -43.0% | -4.9% | -38.1% | -36.4% |
| YTD | +46.1% | +8.1% | +38.1% | +36.9% |
| 1Y | +124.7% | +12.1% | +112.6% | +101.8% |
| 3Y | +1,172.1% | +63.9% | +1,108.2% | +620.2% |
| 5Y | +477.0% | +43.1% | +433.9% | +292.4% |
| All | +1,402.3% | +135.4% | +1,267.0% | +438.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling