+124.7%
LITE vs IVV
+9.9%
+114.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.3% | +4.6% |
| 7D | -35.9% | -2.7% | -33.2% | -29.1% |
| 30D | -51.5% | -5.4% | -46.2% | -41.0% |
| 3M | -35.7% | -4.1% | -31.7% | -24.9% |
| 6M | -43.0% | +0.7% | -43.7% | -40.9% |
| YTD | +46.1% | +8.7% | +37.4% | +19.4% |
| 1Y | +124.7% | +11.0% | +113.7% | +68.8% |
| All | +124.7% | +9.9% | +114.8% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 1y: compounded portfolio wealth divided by compounded IVV 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…
1y analysis · Full analysis span regression · 6 months rolling