+176.0%
LYTS vs VOO
+82.8%
+93.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.5% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | -17.1% | -1.1% | -16.1% | -16.3% |
| 3M | -22.1% | +3.9% | -26.0% | -24.3% |
| 6M | +3.1% | +13.6% | -10.5% | -6.7% |
| YTD | +10.1% | +12.7% | -2.6% | +0.4% |
| 1Y | -11.6% | +17.6% | -29.2% | -21.9% |
| 3Y | +35.6% | +77.3% | -41.8% | -5.4% |
| All | +176.0% | +82.8% | +93.2% | +91.3% |
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 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