-73.0%
LITS vs VOO
+75.9%
-148.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +1.9% | -2.0% | +3.9% | +3.7% |
| 30D | +17.8% | -1.7% | +19.4% | +19.5% |
| 3M | +43.2% | +4.7% | +38.5% | +37.1% |
| 6M | -9.4% | +12.6% | -22.0% | -18.1% |
| YTD | -19.7% | +11.8% | -31.5% | -26.6% |
| 1Y | -65.5% | +17.5% | -83.0% | -69.1% |
| All | -73.0% | +75.9% | -148.9% | -76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling