+237.2%
LIT vs VOO
+325.3%
-88.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.4% |
| 7D | -3.6% | -0.8% | -2.9% | -2.8% |
| 30D | -4.9% | -1.1% | -3.9% | -3.8% |
| 3M | -11.1% | +3.9% | -15.0% | -14.6% |
| 6M | -1.6% | +13.6% | -15.3% | -13.9% |
| YTD | +10.7% | +12.7% | -2.0% | -2.1% |
| 1Y | +42.9% | +17.6% | +25.3% | +21.1% |
| 3Y | +26.5% | +77.3% | -50.8% | -31.7% |
| 5Y | -12.4% | +84.1% | -96.6% | -54.5% |
| All | +237.2% | +325.3% | -88.0% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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