-39.5%
LITP price history and return analytics
+81.1%
-120.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.2% | -5.8% |
| 7D | -8.9% | -1.1% | -7.7% | -7.2% |
| 30D | -9.2% | -1.0% | -8.3% | -7.8% |
| 3M | -26.9% | +3.2% | -30.0% | -30.5% |
| 6M | -20.6% | +12.5% | -33.1% | -33.6% |
| YTD | -13.4% | +14.1% | -27.4% | -28.5% |
| 1Y | +48.7% | +18.9% | +29.7% | +15.7% |
| 3Y | -21.1% | +74.1% | -95.2% | -65.8% |
| All | -39.5% | +81.1% | -120.7% | -75.5% |
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