-39.5%
LITP vs VOO
+93.2%
-132.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -5.5% |
| 7D | -8.9% | -0.8% | -8.1% | -7.9% |
| 30D | -9.2% | -1.1% | -8.2% | -8.0% |
| 3M | -26.9% | +3.9% | -30.7% | -30.5% |
| 6M | -20.6% | +13.6% | -34.2% | -32.1% |
| YTD | -13.4% | +12.7% | -26.1% | -24.8% |
| 1Y | +48.7% | +17.6% | +31.1% | +23.1% |
| 3Y | -21.1% | +77.3% | -98.4% | -61.4% |
| All | -39.5% | +93.2% | -132.8% | -73.6% |
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