+542.4%
LITE price history and return analytics
+58.0%
+484.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -0.8% |
| 7D | -13.9% | -0.1% | -13.8% | -12.6% |
| 30D | -46.9% | -3.1% | -43.9% | -42.4% |
| 3M | -28.0% | -3.5% | -24.5% | -21.1% |
| 6M | -35.2% | +0.5% | -35.7% | -32.8% |
| YTD | +58.9% | +10.8% | +48.1% | +39.0% |
| 1Y | +125.3% | +11.9% | +113.4% | +96.1% |
| 3Y | +1,344.4% | +73.0% | +1,271.5% | +611.3% |
| All | +542.4% | +58.0% | +484.4% | +266.1% |
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 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