+1,499.9%
LITE vs VXUS
+144.2%
+1,355.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -0.8% |
| 7D | -13.9% | +0.5% | -14.4% | -13.7% |
| 30D | -46.9% | -2.5% | -44.4% | -44.0% |
| 3M | -28.0% | -4.6% | -23.4% | -21.3% |
| 6M | -35.2% | -2.6% | -32.6% | -30.0% |
| YTD | +58.9% | +10.4% | +48.5% | +44.6% |
| 1Y | +125.3% | +12.9% | +112.4% | +100.3% |
| 3Y | +1,344.4% | +68.4% | +1,276.0% | +687.6% |
| 5Y | +541.2% | +47.7% | +493.5% | +317.9% |
| All | +1,499.9% | +144.2% | +1,355.7% | +441.7% |
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