+1,563.7%
LITE vs VO
+56.6%
+1,507.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.5% |
| 7D | -1.5% | -0.3% | -1.3% | -1.0% |
| 30D | +6.7% | -0.3% | +7.0% | +7.7% |
| 3M | -6.8% | +2.9% | -9.7% | -11.6% |
| 6M | +29.4% | +9.3% | +20.1% | +8.9% |
| YTD | +139.1% | +14.2% | +124.9% | +80.9% |
| 1Y | +521.0% | +15.3% | +505.7% | +367.0% |
| All | +1,563.7% | +56.6% | +1,507.0% | +596.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling