-35.8%
LITE vs IVV
+7.1%
-42.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.6% | -9.5% | -12.6% |
| 7D | -31.4% | -0.7% | -30.7% | -29.8% |
| 30D | -42.6% | -1.0% | -41.5% | -40.0% |
| 3M | -26.2% | -0.3% | -25.9% | -24.3% |
| 6M | -35.8% | +7.4% | -43.2% | -38.0% |
| All | -35.8% | +7.1% | -42.9% | -38.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling