+18.6%
LITX vs VOO
+11.4%
+7.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.0% | +1.6% | -17.7% | -25.1% |
| 7D | -56.2% | -0.7% | -55.5% | -54.1% |
| 30D | -71.7% | -1.1% | -70.6% | -68.2% |
| 3M | -59.4% | -0.3% | -59.0% | -56.3% |
| 6M | -76.9% | +7.4% | -84.3% | -81.4% |
| All | +18.6% | +11.4% | +7.3% | -9.5% |
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