+470.2%
LYTS vs VOO
+802.4%
-332.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.6% |
| 7D | -2.6% | -2.0% | -0.6% | -0.5% |
| 30D | -20.5% | -1.7% | -18.8% | -18.9% |
| 3M | -20.3% | +4.7% | -25.0% | -23.9% |
| 6M | +0.4% | +12.6% | -12.1% | -11.3% |
| YTD | +7.7% | +11.8% | -4.1% | -4.0% |
| 1Y | -12.3% | +17.5% | -29.8% | -25.9% |
| 3Y | +34.9% | +77.0% | -42.1% | -25.3% |
| 5Y | +171.0% | +82.6% | +88.4% | +39.9% |
| 10Y | +154.4% | +320.0% | -165.6% | -53.3% |
| All | +470.2% | +802.4% | -332.2% | -65.1% |
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