+232.7%
LITE vs VO
+16.3%
+216.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.9% | -8.7% | -10.1% |
| 7D | -31.4% | +1.0% | -32.4% | -33.3% |
| 30D | -42.6% | +2.6% | -45.2% | -46.1% |
| 3M | -26.2% | -0.3% | -26.0% | -25.2% |
| 6M | -35.8% | +7.6% | -43.4% | -45.2% |
| YTD | +70.0% | +14.7% | +55.3% | +19.3% |
| 1Y | +232.7% | +16.4% | +216.3% | +128.1% |
| All | +232.7% | +16.3% | +216.5% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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