-23.5%
LITP price history and return analytics
+75.6%
-99.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | -0.5% |
| 7D | +1.5% | -0.7% | +2.2% | +2.4% |
| 30D | -11.0% | -1.7% | -9.2% | -8.4% |
| 3M | -34.9% | -2.3% | -32.6% | -32.3% |
| 6M | -59.8% | +1.5% | -61.3% | -60.5% |
| YTD | -39.6% | +12.0% | -51.6% | -48.7% |
| 1Y | -23.9% | +12.9% | -36.8% | -36.2% |
| All | -23.5% | +75.6% | -99.1% | -73.8% |
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