+251.2%
LITX vs VOO
+11.0%
+240.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.9% | -0.6% | +22.4% | +24.8% |
| 7D | +25.4% | +0.5% | +24.8% | +20.0% |
| 30D | +10.1% | -0.9% | +11.0% | +14.4% |
| 3M | -9.1% | +3.9% | -13.0% | -21.5% |
| 6M | +74.7% | +14.5% | +60.2% | +6.2% |
| All | +251.2% | +11.0% | +240.3% | +156.3% |
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