+1,670.7%
LITE vs VOO
+314.4%
+1,356.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.3% | +9.4% | +8.7% |
| 7D | +3.4% | -0.9% | +4.3% | +6.5% |
| 30D | -34.9% | -2.3% | -32.5% | -31.0% |
| 3M | -21.0% | -1.2% | -19.9% | -17.8% |
| 6M | -38.5% | +3.3% | -41.8% | -39.3% |
| YTD | +75.8% | +12.3% | +63.5% | +54.4% |
| 1Y | +156.7% | +12.5% | +144.2% | +127.6% |
| 3Y | +1,498.6% | +79.2% | +1,419.4% | +719.4% |
| 5Y | +610.9% | +75.7% | +535.2% | +278.2% |
| 10Y | +1,670.7% | +313.7% | +1,357.0% | +130.7% |
| All | +1,670.7% | +314.4% | +1,356.2% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling