+124.7%
LITE price history and return analytics
+10.5%
+114.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.4% | +5.0% |
| 7D | -35.9% | -2.3% | -33.6% | -30.4% |
| 30D | -51.5% | -5.0% | -46.6% | -42.3% |
| 3M | -35.7% | -4.9% | -30.9% | -23.5% |
| 6M | -43.0% | -1.5% | -41.4% | -36.4% |
| YTD | +46.1% | +8.5% | +37.6% | +18.6% |
| 1Y | +124.7% | +11.4% | +113.3% | +62.4% |
| All | +124.7% | +10.5% | +114.2% | +62.4% |
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 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