-97.5%
LITS price history and return analytics
+63.7%
-161.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | +1.9% | -2.0% | +3.9% | +3.9% |
| 30D | +17.8% | -1.4% | +19.2% | +19.5% |
| 3M | +43.2% | +4.7% | +38.5% | +36.6% |
| 6M | -9.4% | +11.4% | -20.8% | -18.2% |
| YTD | -19.7% | +13.1% | -32.8% | -27.9% |
| 1Y | -65.5% | +19.0% | -84.5% | -70.1% |
| 3Y | -74.9% | +73.9% | -148.9% | -84.3% |
| 5Y | -97.5% | +65.4% | -162.9% | -98.3% |
| All | -97.5% | +63.7% | -161.2% | -98.3% |
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