+1,172.1%
LITE vs VOO
+75.5%
+1,096.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +4.9% |
| 7D | -35.9% | -2.7% | -33.2% | -30.2% |
| 30D | -51.5% | -5.4% | -46.2% | -42.6% |
| 3M | -35.7% | -4.1% | -31.7% | -26.7% |
| 6M | -43.0% | +0.7% | -43.7% | -41.4% |
| YTD | +46.1% | +8.7% | +37.4% | +24.8% |
| 1Y | +124.7% | +11.0% | +113.8% | +86.1% |
| 3Y | +1,172.1% | +75.5% | +1,096.6% | +264.5% |
| All | +1,172.1% | +75.5% | +1,096.6% | +264.5% |
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