+1,870.5%
LITE vs VYM
+66.8%
+1,803.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +12.1% |
| 7D | +12.6% | +0.1% | +12.5% | +12.0% |
| 30D | +9.9% | -1.3% | +11.2% | +12.8% |
| 3M | +9.3% | +4.1% | +5.2% | -1.3% |
| 6M | +75.2% | +9.8% | +65.4% | +40.5% |
| YTD | +165.5% | +15.3% | +150.2% | +89.6% |
| 1Y | +555.0% | +20.0% | +535.0% | +333.9% |
| 3Y | +1,870.5% | +66.2% | +1,804.2% | +513.0% |
| All | +1,870.5% | +66.8% | +1,803.6% | +513.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling