+129.4%
LITE vs VO
+13.8%
+115.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.7% | +8.0% | +3.0% |
| 7D | -12.9% | -0.1% | -12.8% | -11.1% |
| 30D | -46.0% | +0.5% | -46.5% | -45.5% |
| 3M | -33.0% | -1.0% | -32.0% | -29.6% |
| 6M | -34.0% | +6.4% | -40.5% | -40.8% |
| YTD | +61.7% | +13.6% | +48.2% | +19.6% |
| All | +129.4% | +13.8% | +115.6% | +74.3% |
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 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