+2,898.2%
LITE vs VOO
+319.8%
+2,578.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.4% | -14.3% | -12.3% |
| 7D | -44.6% | -4.7% | -39.9% | -39.9% |
| 30D | -55.0% | -5.9% | -49.1% | -50.0% |
| 3M | -38.3% | -4.5% | -33.8% | -32.9% |
| 6M | -48.8% | +1.9% | -50.6% | -48.5% |
| YTD | +38.3% | +8.4% | +29.9% | +28.6% |
| 1Y | +119.0% | +9.5% | +109.5% | +103.4% |
| 3Y | +1,092.0% | +75.3% | +1,016.7% | +562.8% |
| 5Y | +446.1% | +67.9% | +378.2% | +223.3% |
| 10Y | +1,381.7% | +314.4% | +1,067.2% | +276.7% |
| All | +2,898.2% | +319.8% | +2,578.4% | +652.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling