-96.0%
LITS price history and return analytics
+229.8%
-325.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +3.8% |
| 7D | -2.6% | -1.1% | -1.5% | -1.4% |
| 30D | +20.7% | -1.0% | +21.6% | +22.0% |
| 3M | +50.0% | +3.2% | +46.8% | +44.8% |
| 6M | -5.1% | +12.5% | -17.6% | -16.1% |
| YTD | -15.9% | +14.1% | -30.0% | -26.2% |
| 1Y | -65.0% | +18.9% | -83.9% | -70.3% |
| 3Y | -71.8% | +74.1% | -145.8% | -84.1% |
| 5Y | -97.4% | +66.9% | -164.3% | -98.5% |
| All | -96.0% | +229.8% | -325.7% | -98.7% |
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