+232.7%
LITE vs ROIV
+97.8%
+134.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.1% | -13.9% | -10.2% |
| 7D | -31.4% | +3.0% | -34.4% | -32.2% |
| 30D | -42.6% | +6.8% | -49.4% | -44.1% |
| 3M | -26.2% | +10.5% | -36.7% | -29.2% |
| 6M | -35.8% | +34.8% | -70.6% | -41.5% |
| YTD | +70.0% | +76.2% | -6.1% | +39.5% |
| 1Y | +232.7% | +92.4% | +140.3% | +144.6% |
| All | +232.7% | +97.8% | +134.9% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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