-64.2%
LITZ vs VOO
+6.9%
-71.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.4% | +9.5% | +6.5% |
| 7D | -25.6% | +2.6% | -28.1% | -7.2% |
| 30D | +48.7% | -2.0% | +50.7% | +51.0% |
| 3M | +1.8% | -2.8% | +4.6% | -3.4% |
| 6M | -35.5% | +2.2% | -37.6% | -9.0% |
| All | -64.2% | +6.9% | -71.1% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling