-13.1%
LITP price history and return analytics
+76.6%
-89.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | 0.0% |
| 7D | -5.2% | +1.0% | -6.2% | -6.8% |
| 30D | +1.6% | -0.2% | +1.8% | +1.9% |
| 3M | -15.1% | +4.5% | -19.7% | -21.0% |
| 6M | -8.4% | +14.1% | -22.4% | -25.2% |
| YTD | -5.8% | +14.8% | -20.5% | -23.0% |
| 1Y | +47.1% | +21.2% | +25.9% | +11.0% |
| 3Y | -13.1% | +76.6% | -89.6% | -63.4% |
| All | -13.1% | +76.6% | -89.7% | -63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling