+41.3%
LITX vs VT
+6.8%
+34.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.2% |
| 7D | -42.4% | -1.6% | -40.8% | -35.8% |
| 30D | -65.7% | -2.5% | -63.2% | -58.0% |
| 3M | -42.7% | -1.3% | -41.4% | -32.6% |
| 6M | -71.0% | +3.1% | -74.1% | -69.1% |
| All | +41.3% | +6.8% | +34.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling