+191.7%
LIT vs VOO
+309.6%
-118.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.7% |
| 7D | -3.5% | +2.6% | -6.1% | -6.2% |
| 30D | -11.5% | -2.0% | -9.5% | -9.6% |
| 3M | -21.3% | -2.8% | -18.5% | -18.8% |
| 6M | -34.1% | +2.2% | -36.3% | -35.4% |
| YTD | -9.0% | +11.5% | -20.5% | -18.6% |
| 1Y | -7.1% | +13.5% | -20.6% | -18.4% |
| 3Y | +26.2% | +78.1% | -51.9% | -32.3% |
| 5Y | -36.0% | +73.1% | -109.2% | -64.4% |
| All | +191.7% | +309.6% | -118.0% | -35.2% |
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