+901.5%
LITE vs VXUS
+54.3%
+847.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.2% |
| 7D | -1.5% | +1.0% | -2.6% | -3.1% |
| 30D | +6.7% | +2.2% | +4.5% | +3.6% |
| 3M | -6.8% | +3.0% | -9.7% | -9.1% |
| 6M | +29.4% | +10.7% | +18.8% | +14.1% |
| YTD | +139.1% | +17.8% | +121.2% | +91.2% |
| 1Y | +521.0% | +27.6% | +493.4% | +349.0% |
| 3Y | +1,535.3% | +73.3% | +1,462.0% | +719.2% |
| All | +901.5% | +54.3% | +847.2% | +474.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling