+1,587.5%
LITE vs VOO
+306.9%
+1,280.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.2% |
| 7D | -13.9% | -0.6% | -13.3% | -12.2% |
| 30D | -46.9% | -3.6% | -43.3% | -42.7% |
| 3M | -28.0% | -2.7% | -25.3% | -23.4% |
| 6M | -35.2% | +2.2% | -37.5% | -35.1% |
| YTD | +58.9% | +10.9% | +48.0% | +42.1% |
| 1Y | +125.3% | +11.3% | +114.0% | +102.8% |
| 3Y | +1,344.4% | +76.9% | +1,267.5% | +654.3% |
| 5Y | +541.2% | +73.5% | +467.6% | +247.4% |
| 10Y | +1,587.5% | +307.7% | +1,279.8% | +136.6% |
| All | +1,587.5% | +306.9% | +1,280.6% | +136.6% |
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