+310.7%
VOO vs LITE
+1,530.1%
-1,219.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.3% |
| 7D | +2.6% | +10.8% | -8.2% | +0.9% |
| 30D | -2.0% | -33.4% | +31.5% | +2.9% |
| 3M | -2.8% | -32.2% | +29.5% | +0.8% |
| 6M | +2.2% | -42.1% | +44.3% | +6.5% |
| YTD | +11.5% | +61.9% | -50.3% | -5.0% |
| 1Y | +13.5% | +163.0% | -149.5% | -12.3% |
| 3Y | +78.1% | +1,358.0% | -1,279.9% | -6.9% |
| 5Y | +73.1% | +549.9% | -476.8% | +3.3% |
| All | +310.7% | +1,530.1% | -1,219.4% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 10y: compounded portfolio wealth divided by compounded LITE 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…
10y analysis · Full analysis span regression · 6 months rolling