+191.7%
LIT price history and return analytics
+221.8%
-30.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -3.5% | +2.4% | -5.9% | -6.3% |
| 30D | -11.5% | -1.5% | -10.0% | -9.8% |
| 3M | -21.3% | -4.1% | -17.2% | -17.0% |
| 6M | -34.1% | +0.6% | -34.7% | -34.3% |
| YTD | -9.0% | +11.0% | -20.1% | -19.4% |
| 1Y | -7.1% | +13.3% | -20.4% | -19.8% |
| 3Y | +26.2% | +73.4% | -47.2% | -35.2% |
| 5Y | -36.0% | +57.4% | -93.5% | -62.5% |
| All | +191.7% | +221.8% | -30.1% | -25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling