+1,587.5%
LITE vs VO
+197.4%
+1,390.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -13.9% | -0.2% | -13.7% | -12.8% |
| 30D | -46.9% | +0.5% | -47.4% | -46.6% |
| 3M | -28.0% | -1.1% | -26.9% | -25.8% |
| 6M | -35.2% | +6.4% | -41.6% | -39.1% |
| YTD | +58.9% | +13.5% | +45.3% | +37.5% |
| 1Y | +125.3% | +13.6% | +111.7% | +96.5% |
| 3Y | +1,344.4% | +65.2% | +1,279.2% | +735.8% |
| 5Y | +541.2% | +37.7% | +503.4% | +365.5% |
| 10Y | +1,587.5% | +198.4% | +1,389.1% | +250.3% |
| All | +1,587.5% | +197.4% | +1,390.2% | +250.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling