+580.4%
LITE vs VOO
+74.6%
+505.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.0% |
| 7D | +22.6% | +3.3% | +19.3% | +16.0% |
| 30D | -36.8% | -2.7% | -34.1% | -31.9% |
| 3M | -33.0% | -1.7% | -31.3% | -29.2% |
| 6M | -37.1% | +3.1% | -40.2% | -38.0% |
| YTD | +69.5% | +11.9% | +57.5% | +45.9% |
| 1Y | +146.1% | +12.1% | +134.0% | +114.3% |
| 3Y | +1,440.8% | +78.6% | +1,362.2% | +655.9% |
| 5Y | +580.4% | +73.8% | +506.6% | +255.7% |
| All | +580.4% | +74.6% | +505.9% | +255.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling