+109.5%
LIT vs VOO
+803.9%
-694.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.3% |
| 7D | -1.2% | +3.3% | -4.5% | -4.8% |
| 30D | -12.2% | -2.7% | -9.5% | -9.4% |
| 3M | -21.0% | -1.7% | -19.2% | -19.4% |
| 6M | -33.3% | +3.1% | -36.4% | -35.4% |
| YTD | -8.0% | +11.9% | -19.9% | -18.5% |
| 1Y | -4.0% | +12.1% | -16.0% | -15.1% |
| 3Y | +28.6% | +78.6% | -50.0% | -33.4% |
| 5Y | -35.3% | +73.8% | -109.1% | -65.4% |
| 10Y | +193.6% | +312.3% | -118.7% | -43.3% |
| All | +109.5% | +803.9% | -694.4% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling