+2,898.2%
LITE vs VXUS
+121.8%
+2,776.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.7% | -15.0% | -13.8% |
| 7D | -44.6% | -3.4% | -41.2% | -41.6% |
| 30D | -55.0% | -5.8% | -49.2% | -50.7% |
| 3M | -38.3% | -6.4% | -31.9% | -31.5% |
| 6M | -48.8% | -2.5% | -46.2% | -45.3% |
| YTD | +38.3% | +7.9% | +30.4% | +31.2% |
| 1Y | +119.0% | +11.5% | +107.5% | +101.0% |
| 3Y | +1,092.0% | +63.4% | +1,028.6% | +627.7% |
| 5Y | +446.1% | +42.9% | +403.2% | +290.0% |
| 10Y | +1,381.7% | +138.9% | +1,242.8% | +599.8% |
| All | +2,898.2% | +121.8% | +2,776.5% | +1,110.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling