+129.4%
LITE vs IVV
+12.4%
+117.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.4% | +8.3% | +3.3% |
| 7D | -12.9% | +0.1% | -13.0% | -11.8% |
| 30D | -46.0% | -3.3% | -42.7% | -38.4% |
| 3M | -33.0% | -2.4% | -30.6% | -25.8% |
| 6M | -34.0% | +2.6% | -36.6% | -35.3% |
| YTD | +61.7% | +11.3% | +50.4% | +23.7% |
| All | +129.4% | +12.4% | +117.0% | +77.5% |
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