+12.1%
VOO vs LITE
+138.0%
-125.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -0.1% |
| 7D | +3.3% | +22.6% | -19.3% | +2.0% |
| 30D | -2.7% | -36.8% | +34.1% | -0.8% |
| 3M | -1.7% | -33.0% | +31.3% | -0.4% |
| 6M | +3.1% | -37.1% | +40.2% | +4.2% |
| YTD | +11.9% | +69.5% | -57.5% | +7.1% |
| 1Y | +12.1% | +146.1% | -134.0% | +3.4% |
| All | +12.1% | +138.0% | -125.9% | +3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling