+0.5%
LITX vs VT
+7.2%
-6.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.8% | +2.6% | +19.2% | +6.8% |
| 7D | -29.6% | +0.4% | -30.0% | -25.6% |
| 30D | -76.2% | -2.6% | -73.6% | -68.7% |
| 3M | -68.5% | -3.2% | -65.3% | -56.5% |
| 6M | -77.0% | +0.9% | -77.9% | -71.0% |
| All | +0.5% | +7.2% | -6.7% | +13.1% |
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