+156.7%
LITE vs VO
+15.0%
+141.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +7.1% |
| 7D | +3.4% | +0.2% | +3.2% | +4.7% |
| 30D | -34.9% | +2.0% | -36.9% | -36.9% |
| 3M | -21.0% | -0.3% | -20.7% | -18.5% |
| 6M | -38.5% | +7.3% | -45.7% | -46.0% |
| YTD | +75.8% | +15.0% | +60.8% | +25.7% |
| 1Y | +156.7% | +14.7% | +142.0% | +90.4% |
| All | +156.7% | +15.0% | +141.7% | +90.4% |
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 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