+1,014.7%
LITE price history and return analytics
+65.7%
+949.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +2.3% |
| 7D | +13.6% | -0.1% | +13.7% | +13.7% |
| 30D | +21.6% | -0.7% | +22.2% | +23.1% |
| 3M | +20.3% | +4.0% | +16.4% | +13.7% |
| 6M | +54.4% | +12.3% | +42.1% | +28.1% |
| YTD | +168.3% | +14.0% | +154.3% | +117.3% |
| 1Y | +551.8% | +20.3% | +531.5% | +391.8% |
| 3Y | +1,891.5% | +75.4% | +1,816.1% | +830.1% |
| 5Y | +1,014.7% | +66.0% | +948.8% | +476.1% |
| All | +1,014.7% | +65.7% | +949.0% | +476.1% |
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