+1,103.8%
LITE vs VXUS
+63.0%
+1,040.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.7% | -15.0% | -10.9% |
| 7D | -44.6% | -3.4% | -41.2% | -39.8% |
| 30D | -55.0% | -5.8% | -49.2% | -48.1% |
| 3M | -38.3% | -6.4% | -31.9% | -27.6% |
| 6M | -48.8% | -2.5% | -46.2% | -43.7% |
| YTD | +38.3% | +7.9% | +30.4% | +24.2% |
| 1Y | +119.0% | +11.5% | +107.5% | +85.7% |
| All | +1,103.8% | +63.0% | +1,040.8% | +365.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling