-8.4%
LIT price history and return analytics
+66.2%
-74.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -1.2% | +1.0% | -2.2% | -2.5% |
| 30D | -0.3% | -0.2% | -0.1% | 0.0% |
| 3M | -3.9% | +4.5% | -8.4% | -8.9% |
| 6M | +7.4% | +14.1% | -6.6% | -8.4% |
| YTD | +14.3% | +14.8% | -0.5% | -3.0% |
| 1Y | +44.1% | +21.2% | +23.0% | +14.7% |
| 3Y | +32.6% | +76.6% | -44.0% | -33.3% |
| 5Y | -8.4% | +66.6% | -75.0% | -48.4% |
| All | -8.4% | +66.2% | -74.6% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling