+2,614.7%
LITE vs VYM
+202.0%
+2,412.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.8% |
| 7D | +13.6% | -1.0% | +14.6% | +15.0% |
| 30D | +21.6% | -2.0% | +23.6% | +24.8% |
| 3M | +20.3% | +3.1% | +17.3% | +15.3% |
| 6M | +54.4% | +8.9% | +45.5% | +38.2% |
| YTD | +168.3% | +14.7% | +153.6% | +124.6% |
| 1Y | +551.8% | +19.4% | +532.4% | +424.2% |
| 3Y | +1,891.5% | +65.4% | +1,826.1% | +1,032.1% |
| 5Y | +1,014.7% | +77.6% | +937.2% | +487.3% |
| 10Y | +2,614.7% | +207.8% | +2,407.0% | +576.8% |
| All | +2,614.7% | +202.0% | +2,412.7% | +576.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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