-33.7%
LITP vs VOO
+94.7%
-128.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.0% |
| 7D | -2.7% | +0.1% | -2.8% | -2.9% |
| 30D | +9.1% | +0.1% | +9.0% | +9.0% |
| 3M | -24.3% | +2.0% | -26.3% | -26.0% |
| 6M | -11.4% | +13.0% | -24.5% | -23.8% |
| YTD | -5.0% | +13.6% | -18.6% | -18.3% |
| 1Y | +58.7% | +20.1% | +38.6% | +28.0% |
| 3Y | -15.4% | +77.6% | -93.0% | -58.7% |
| All | -33.7% | +94.7% | -128.4% | -71.3% |
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