+1,493.1%
LITE vs VO
+197.6%
+1,295.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | +10.8% | +3.1% | +7.7% | +6.5% |
| 30D | -33.4% | +2.2% | -35.6% | -34.6% |
| 3M | -32.2% | -2.5% | -29.7% | -28.6% |
| 6M | -42.1% | +7.0% | -49.1% | -46.0% |
| YTD | +61.9% | +14.0% | +47.9% | +39.5% |
| 1Y | +163.0% | +15.6% | +147.3% | +123.7% |
| 3Y | +1,358.0% | +66.2% | +1,291.8% | +738.7% |
| 5Y | +549.9% | +36.6% | +513.3% | +377.4% |
| All | +1,493.1% | +197.6% | +1,295.5% | +237.4% |
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