+1,344.4%
LITE vs VOO
+78.8%
+1,265.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -0.9% |
| 7D | -13.9% | -0.6% | -13.3% | -11.3% |
| 30D | -46.9% | -3.6% | -43.3% | -40.0% |
| 3M | -28.0% | -2.7% | -25.3% | -20.6% |
| 6M | -35.2% | +2.2% | -37.5% | -35.8% |
| YTD | +58.9% | +10.9% | +48.0% | +29.3% |
| 1Y | +125.3% | +11.3% | +114.0% | +84.8% |
| 3Y | +1,344.4% | +76.9% | +1,267.5% | +320.9% |
| All | +1,344.4% | +78.8% | +1,265.6% | +320.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling