+901.5%
LITE vs VO
+42.6%
+858.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.3% |
| 7D | -1.5% | -0.3% | -1.3% | -1.2% |
| 30D | +6.7% | -0.3% | +7.0% | +7.4% |
| 3M | -6.8% | +2.9% | -9.7% | -10.0% |
| 6M | +29.4% | +9.3% | +20.1% | +15.3% |
| YTD | +139.1% | +14.2% | +124.9% | +98.6% |
| 1Y | +521.0% | +15.3% | +505.7% | +415.0% |
| 3Y | +1,535.3% | +56.2% | +1,479.0% | +880.8% |
| All | +901.5% | +42.6% | +858.9% | +545.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling