-65.0%
LITS vs VOO
+18.2%
-83.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +3.0% |
| 7D | -2.6% | -0.8% | -1.9% | -1.0% |
| 30D | +20.7% | -1.1% | +21.7% | +23.3% |
| 3M | +50.0% | +3.9% | +46.1% | +35.8% |
| 6M | -5.1% | +13.6% | -18.8% | -31.8% |
| YTD | -15.9% | +12.7% | -28.6% | -37.6% |
| 1Y | -65.0% | +17.6% | -82.6% | -75.6% |
| All | -65.0% | +18.2% | -83.2% | -75.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling