+124.7%
LITE vs VO
+11.7%
+113.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.8% | +6.1% |
| 7D | -35.9% | -2.6% | -33.4% | -30.3% |
| 30D | -51.5% | -0.9% | -50.6% | -49.1% |
| 3M | -35.7% | -3.0% | -32.7% | -28.6% |
| 6M | -43.0% | +2.2% | -45.2% | -43.2% |
| YTD | +46.1% | +10.6% | +35.6% | +16.2% |
| 1Y | +124.7% | +12.5% | +112.2% | +73.1% |
| All | +124.7% | +11.7% | +113.0% | +73.1% |
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